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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 | $271,593 | $148,629+82.7% | $135,982+99.7% | $139,487+94.7% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 21.61% | 79.33%-57.7pp | 68.32%-46.7pp | 373.84%-352.2pp |
| Employer contribution / active EE | $8,621 | $5,247+64.3% | $4,859+77.4% | $4,755+81.3% |
| Participant deferral / active EE | $11,647 | $8,102+43.8% | $7,760+50.1% | $6,713+73.5% |
| Admin fee / account holder | $25,141 | $12,406+102.6% | $10,767+133.5% | $11,407+120.4% |