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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 | $274,464 | $159,934+71.6% | $147,005+86.7% | $145,959+88.0% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 15.42% | 98.24%-82.8pp | 418.76%-403.3pp | 561.95%-546.5pp |
| Employer contribution / active EE | $11,089 | $5,287+109.7% | $4,934+124.7% | $4,661+137.9% |
| Participant deferral / active EE | $6,950 | $8,427-17.5% | $8,070-13.9% | $6,689+3.9% |
| Admin fee / account holder | $446 | $15,053-97.0% | $13,006-96.6% | $13,398-96.7% |