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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 | $418,550 | $185,905+125.1% | $170,057+146.1% | $139,487+200.1% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 27.81% | 60.56%-32.8pp | 53.42%-25.6pp | 373.84%-346.0pp |
| Employer contribution / active EE | $13,447 | $7,597+77.0% | $6,790+98.0% | $4,755+182.8% |
| Participant deferral / active EE | $18,996 | $11,627+63.4% | $10,411+82.5% | $6,713+183.0% |
| Admin fee / account holder | $1,122 | $15,397-92.7% | $12,826-91.3% | $11,407-90.2% |