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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 | $347,415 | $217,432+59.8% | $185,849+86.9% | $167,536+107.4% |
| Participation rate | 100.0% | 86.1%+13.9pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 17.91% | 148.42%-130.5pp | 122.10%-104.2pp | 478.82%-460.9pp |
| Employer contribution / active EE | $15,361 | $5,875+161.5% | $5,169+197.2% | $4,839+217.4% |
| Participant deferral / active EE | $29,900 | $6,357+370.3% | $5,569+436.9% | $6,342+371.4% |
| Admin fee / account holder | $2,753 | $19,818-86.1% | $16,244-83.1% | $12,315-77.6% |