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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 | $364,416 | $176,105+106.9% | $159,474+128.5% | $167,536+117.5% |
| Participation rate | 100.0% | 85.0%+15.0pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 17.57% | 331.91%-314.3pp | 263.68%-246.1pp | 478.82%-461.2pp |
| Employer contribution / active EE | $33,402 | $5,299+530.4% | $4,831+591.4% | $4,839+590.3% |
| Participant deferral / active EE | $15,654 | $7,751+101.9% | $7,353+112.9% | $6,342+146.8% |
| Admin fee / account holder | $59,825 | $12,559+376.3% | $10,802+453.8% | $12,315+385.8% |