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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 | $382,439 | $160,040+139.0% | $147,096+160.0% | $145,877+162.2% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 16.52% | 98.49%-82.0pp | 419.75%-403.2pp | 551.28%-534.8pp |
| Employer contribution / active EE | $5,369 | $5,289+1.5% | $4,936+8.8% | $4,663+15.2% |
| Participant deferral / active EE | $14,412 | $8,429+71.0% | $8,071+78.6% | $6,691+115.4% |
| Admin fee / account holder | $28,315 | $15,050+88.1% | $13,005+117.7% | $13,402+111.3% |