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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 | $307,379 | $227,633+35.0% | $189,597+62.1% | $167,553+83.5% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.4%+21.6pp | 82.1%+17.9pp |
| Annual return | 10.11% | 78.45%-68.3pp | 64.20%-54.1pp | 478.89%-468.8pp |
| Employer contribution / active EE | $11,228 | $5,317+111.2% | $4,412+154.5% | $4,840+132.0% |
| Participant deferral / active EE | $6,583 | $7,003-6.0% | $6,174+6.6% | $6,343+3.8% |
| Admin fee / account holder | $5,326 | $11,879-55.2% | $9,807-45.7% | $12,316-56.8% |