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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 | $363,369 | $185,883+95.5% | $170,043+113.7% | $139,466+160.5% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 20.97% | 60.54%-39.6pp | 53.40%-32.4pp | 373.66%-352.7pp |
| Employer contribution / active EE | $49,209 | $7,596+547.8% | $6,790+624.7% | $4,754+935.1% |
| Participant deferral / active EE | $24,250 | $11,626+108.6% | $10,410+132.9% | $6,712+261.3% |
| Admin fee / account holder | $4,486 | $15,393-70.9% | $12,824-65.0% | $11,409-60.7% |