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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 | $363,206 | $183,516+97.9% | $155,534+133.5% | $145,884+149.0% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 9.72% | 61.43%-51.7pp | 64.92%-55.2pp | 551.85%-542.1pp |
| Employer contribution / active EE | $8,077 | $5,315+52.0% | $4,675+72.8% | $4,662+73.2% |
| Participant deferral / active EE | $28,375 | $6,467+338.8% | $5,630+404.0% | $6,690+324.2% |
| Admin fee / account holder | $100,940 | $19,293+423.2% | $15,900+534.9% | $13,392+653.7% |