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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 | $339,794 | $209,422+62.3% | $178,503+90.4% | $158,982+113.7% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 7.85% | 188.81%-181.0pp | 151.12%-143.3pp | 302.99%-295.1pp |
| Employer contribution / active EE | $28,083 | $5,707+392.1% | $5,011+460.4% | $4,763+489.6% |
| Participant deferral / active EE | $13,206 | $5,955+121.8% | $5,202+153.8% | $5,983+120.7% |
| Admin fee / account holder | $155,068 | $17,079+807.9% | $13,987+1008.7% | $11,252+1278.2% |