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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 | $290,538 | $175,231+65.8% | $149,696+94.1% | $139,466+108.3% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 15.53% | 166.77%-151.2pp | 134.46%-118.9pp | 373.66%-358.1pp |
| Employer contribution / active EE | $22,725 | $5,478+314.8% | $4,821+371.4% | $4,754+378.0% |
| Participant deferral / active EE | $13,125 | $6,521+101.3% | $5,682+131.0% | $6,712+95.5% |
| Admin fee / account holder | $3,246 | $16,155-79.9% | $13,212-75.4% | $11,409-71.5% |