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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 | $280,867 | $160,040+75.5% | $147,096+90.9% | $145,877+92.5% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 10.97% | 98.49%-87.5pp | 419.75%-408.8pp | 551.28%-540.3pp |
| Employer contribution / active EE | $17,870 | $5,289+237.8% | $4,936+262.0% | $4,663+283.2% |
| Participant deferral / active EE | $17,833 | $8,429+111.6% | $8,071+121.0% | $6,691+166.5% |
| Admin fee / account holder | $8,220 | $15,050-45.4% | $13,005-36.8% | $13,402-38.7% |