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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 | $376,266 | $183,592+104.9% | $155,574+141.9% | $145,877+157.9% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 14.61% | 61.37%-46.8pp | 64.87%-50.3pp | 551.28%-536.7pp |
| Employer contribution / active EE | $13,060 | $5,317+145.6% | $4,676+179.3% | $4,663+180.1% |
| Participant deferral / active EE | $13,679 | $6,466+111.5% | $5,629+143.0% | $6,691+104.4% |
| Admin fee / account holder | $256,693 | $19,316+1228.9% | $15,914+1513.0% | $13,402+1815.3% |