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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 | $329,924 | $72,071+357.8% | $68,368+382.6% | $137,256+140.4% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.0%+20.0pp |
| Annual return | 15.11% | 353.14%-338.0pp | 292.57%-277.5pp | 220.34%-205.2pp |
| Employer contribution / active EE | $4,800 | $2,788+72.2% | $2,649+81.2% | $4,156+15.5% |
| Participant deferral / active EE | $4,800 | $4,410+8.8% | $4,123+16.4% | $6,407-25.1% |
| Admin fee / account holder | $5,624 | $5,336+5.4% | $5,150+9.2% | $12,270-54.2% |