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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 | $343,634 | $160,070+114.7% | $147,117+133.6% | $145,897+135.5% |
| Participation rate | 95.8% | 84.0%+11.8pp | 82.2%+13.6pp | 80.3%+15.5pp |
| Annual return | 11.61% | 98.69%-87.1pp | 420.54%-408.9pp | 552.29%-540.7pp |
| Employer contribution / active EE | $35,923 | $5,285+579.8% | $4,932+628.3% | $4,663+670.4% |
| Participant deferral / active EE | $17,910 | $8,419+112.7% | $8,065+122.1% | $6,689+167.7% |
| Admin fee / account holder | $21,187 | $15,035+40.9% | $12,993+63.1% | $13,390+58.2% |