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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 | $403,786 | $165,351+144.2% | $149,710+169.7% | $158,931+154.1% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 38.66% | 348.19%-309.5pp | 276.63%-238.0pp | 302.86%-264.2pp |
| Employer contribution / active EE | $9,087 | $5,103+78.1% | $4,645+95.6% | $4,761+90.8% |
| Participant deferral / active EE | $10,437 | $7,181+45.3% | $6,842+52.5% | $5,982+74.5% |
| Admin fee / account holder | $11,913 | $10,807+10.2% | $9,309+28.0% | $11,247+5.9% |