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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 | $475,194 | $201,259+136.1% | $184,200+158.0% | $145,959+225.6% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 136.72% | 28.98%+107.7pp | 28.80%+107.9pp | 561.95%-425.2pp |
| Employer contribution / active EE | $23,802 | $7,018+239.2% | $6,424+270.5% | $4,661+410.7% |
| Participant deferral / active EE | $17,203 | $9,806+75.4% | $9,132+88.4% | $6,689+157.2% |
| Admin fee / account holder | $11,463 | $16,372-30.0% | $13,907-17.6% | $13,398-14.4% |