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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 | $411,200 | $176,120+133.5% | $159,487+157.8% | $167,553+145.4% |
| Participation rate | 100.0% | 85.0%+15.0pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 17.00% | 331.95%-315.0pp | 263.71%-246.7pp | 478.89%-461.9pp |
| Employer contribution / active EE | $9,051 | $5,299+70.8% | $4,831+87.3% | $4,840+87.0% |
| Participant deferral / active EE | $12,238 | $7,752+57.9% | $7,354+66.4% | $6,343+92.9% |
| Admin fee / account holder | $67,852 | $12,561+440.2% | $10,804+528.0% | $12,316+450.9% |