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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $406,370 | $183,539+121.4% | $155,556+161.2% | $145,897+178.5% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 9.80% | 61.31%-51.5pp | 64.84%-55.0pp | 552.29%-542.5pp |
| Employer contribution / active EE | $41,811 | $5,315+686.6% | $4,675+794.3% | $4,663+796.7% |
| Participant deferral / active EE | $24,582 | $6,467+280.1% | $5,631+336.6% | $6,689+267.5% |
| Admin fee / account holder | $122,197 | $19,275+534.0% | $15,885+669.3% | $13,390+812.6% |