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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 | $360,138 | $148,623+142.3% | $135,974+164.9% | $139,466+158.2% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 22.35% | 79.30%-56.9pp | 68.30%-46.0pp | 373.66%-351.3pp |
| Employer contribution / active EE | $15,050 | $5,246+186.9% | $4,859+209.7% | $4,754+216.6% |
| Participant deferral / active EE | $12,797 | $8,103+57.9% | $7,760+64.9% | $6,712+90.7% |
| Admin fee / account holder | $9,383 | $12,406-24.4% | $10,767-12.8% | $11,409-17.8% |