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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 | $437,106 | $185,856+135.2% | $170,028+157.1% | $139,456+213.4% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 16.55% | 60.52%-44.0pp | 53.39%-36.8pp | 373.45%-356.9pp |
| Employer contribution / active EE | $38,500 | $7,593+407.1% | $6,788+467.2% | $4,753+710.1% |
| Participant deferral / active EE | $20,250 | $11,623+74.2% | $10,409+94.5% | $6,711+201.7% |
| Admin fee / account holder | $57,154 | $15,387+271.4% | $12,820+345.8% | $11,407+401.0% |