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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 | $337,676 | $209,422+61.2% | $178,503+89.2% | $158,982+112.4% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 15.68% | 188.81%-173.1pp | 151.12%-135.4pp | 302.99%-287.3pp |
| Employer contribution / active EE | $22,835 | $5,707+300.1% | $5,011+355.7% | $4,763+379.4% |
| Participant deferral / active EE | $14,338 | $5,955+140.8% | $5,202+175.6% | $5,983+139.6% |
| Admin fee / account holder | $3,621 | $17,079-78.8% | $13,987-74.1% | $11,252-67.8% |