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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 | $432,791 | $178,174+142.9% | $156,181+177.1% | $137,256+215.3% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.8%+21.2pp | 80.0%+20.0pp |
| Annual return | 13.14% | 84.19%-71.0pp | 64.87%-51.7pp | 220.34%-207.2pp |
| Employer contribution / active EE | $11,345 | $4,972+128.2% | $4,294+164.2% | $4,156+173.0% |
| Participant deferral / active EE | $13,670 | $6,888+98.5% | $6,132+122.9% | $6,407+113.4% |
| Admin fee / account holder | $54,486 | $17,404+213.1% | $14,586+273.5% | $12,270+344.1% |