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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 | $329,723 | $115,814+184.7% | $101,275+225.6% | $158,982+107.4% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 11.89% | 56.16%-44.3pp | 46.48%-34.6pp | 302.99%-291.1pp |
| Employer contribution / active EE | $14,471 | $4,176+246.6% | $3,660+295.4% | $4,763+203.8% |
| Participant deferral / active EE | $8,044 | $4,958+62.2% | $4,371+84.1% | $5,983+34.4% |
| Admin fee / account holder | $10,722 | $7,249+47.9% | $5,948+80.3% | $11,252-4.7% |