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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 | $391,562 | $118,877+229.4% | $96,570+305.5% | $167,536+133.7% |
| Participation rate | 71.4% | 75.5%-4.1pp | 69.8%+1.6pp | 82.1%-10.7pp |
| Annual return | 9.69% | 50.50%-40.8pp | 37.79%-28.1pp | 478.82%-469.1pp |
| Employer contribution / active EE | $9,921 | $3,121+217.9% | $2,357+320.9% | $4,839+105.0% |
| Participant deferral / active EE | $7,862 | $4,617+70.3% | $3,849+104.2% | $6,342+24.0% |
| Admin fee / account holder | $9,613 | $8,069+19.1% | $6,182+55.5% | $12,315-21.9% |