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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 | $341,319 | $183,592+85.9% | $155,574+119.4% | $145,877+134.0% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 13.93% | 61.37%-47.4pp | 64.87%-50.9pp | 551.28%-537.4pp |
| Employer contribution / active EE | $4,103 | $5,317-22.8% | $4,676-12.3% | $4,663-12.0% |
| Participant deferral / active EE | $10,787 | $6,466+66.8% | $5,629+91.6% | $6,691+61.2% |
| Admin fee / account holder | $21,241 | $19,316+10.0% | $15,914+33.5% | $13,402+58.5% |