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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 | $311,241 | $165,351+88.2% | $149,710+107.9% | $158,931+95.8% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 11.44% | 348.19%-336.7pp | 276.63%-265.2pp | 302.86%-291.4pp |
| Employer contribution / active EE | $18,924 | $5,103+270.8% | $4,645+307.4% | $4,761+297.4% |
| Participant deferral / active EE | $6,714 | $7,181-6.5% | $6,842-1.9% | $5,982+12.2% |
| Admin fee / account holder | $39,819 | $10,807+268.4% | $9,309+327.7% | $11,247+254.0% |