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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 | $331,765 | $183,516+80.8% | $155,534+113.3% | $145,884+127.4% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 12.26% | 61.43%-49.2pp | 64.92%-52.7pp | 551.85%-539.6pp |
| Employer contribution / active EE | $14,697 | $5,315+176.5% | $4,675+214.4% | $4,662+215.2% |
| Participant deferral / active EE | $8,373 | $6,467+29.5% | $5,630+48.7% | $6,690+25.2% |
| Admin fee / account holder | $1,766 | $19,293-90.8% | $15,900-88.9% | $13,392-86.8% |