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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 | $330,755 | $176,077+87.8% | $159,455+107.4% | $167,518+97.4% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 12.57% | 331.83%-319.3pp | 263.63%-251.1pp | 478.71%-466.1pp |
| Employer contribution / active EE | $12,332 | $5,298+132.8% | $4,830+155.3% | $4,838+154.9% |
| Participant deferral / active EE | $14,490 | $7,751+86.9% | $7,353+97.1% | $6,342+128.5% |
| Admin fee / account holder | $57,154 | $12,556+355.2% | $10,800+429.2% | $12,312+364.2% |