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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 | $263,380 | $57,285+359.8% | $86,605+204.1% | $75,173+250.4% |
| Participation rate | 97.0% | 63.2%+33.8pp | 71.7%+25.3pp | 67.2%+29.8pp |
| Annual return | 17.62% | 2671.04%-2653.4pp | 591.39%-573.8pp | 160.65%-143.0pp |
| Employer contribution / active EE | $11,271 | $2,315+386.9% | $3,023+272.8% | $2,670+322.1% |
| Participant deferral / active EE | $10,195 | $3,318+207.3% | $4,438+129.7% | $4,126+147.1% |
| Admin fee / account holder | $10,101 | $4,112+145.6% | $5,611+80.0% | $5,651+78.7% |