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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 | $407,471 | $183,539+122.0% | $155,556+161.9% | $145,897+179.3% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 10.64% | 61.31%-50.7pp | 64.84%-54.2pp | 552.29%-541.7pp |
| Employer contribution / active EE | $19,480 | $5,315+266.5% | $4,675+316.6% | $4,663+317.8% |
| Participant deferral / active EE | $8,765 | $6,467+35.5% | $5,631+55.7% | $6,689+31.0% |
| Admin fee / account holder | $3,892 | $19,275-79.8% | $15,885-75.5% | $13,390-70.9% |