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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 | $648,573 | $175,259+270.1% | $149,723+333.2% | $139,487+365.0% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 28.68% | 166.82%-138.1pp | 134.50%-105.8pp | 373.84%-345.2pp |
| Employer contribution / active EE | $3,362 | $5,478-38.6% | $4,821-30.3% | $4,755-29.3% |
| Participant deferral / active EE | $8,767 | $6,522+34.4% | $5,682+54.3% | $6,713+30.6% |
| Admin fee / account holder | $9,214 | $16,158-43.0% | $13,215-30.3% | $11,407-19.2% |