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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 | $335,237 | $183,988+82.2% | $162,177+106.7% | $152,897+119.3% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.5%+17.5pp |
| Annual return | 18.18% | 150.79%-132.6pp | 115.60%-97.4pp | 345.43%-327.2pp |
| Employer contribution / active EE | $17,250 | $6,370+170.8% | $5,613+207.3% | $4,764+262.1% |
| Participant deferral / active EE | $25,000 | $8,032+211.2% | $7,297+242.6% | $5,851+327.3% |
| Admin fee / account holder | $13,103 | $13,123-0.2% | $10,843+20.8% | $11,599+13.0% |