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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 | $290,739 | $165,351+75.8% | $149,710+94.2% | $158,931+82.9% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 9.52% | 348.19%-338.7pp | 276.63%-267.1pp | 302.86%-293.3pp |
| Employer contribution / active EE | $11,695 | $5,103+129.2% | $4,645+151.8% | $4,761+145.6% |
| Participant deferral / active EE | $15,511 | $7,181+116.0% | $6,842+126.7% | $5,982+159.3% |
| Admin fee / account holder | $8,535 | $10,807-21.0% | $9,309-8.3% | $11,247-24.1% |