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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 | $385,945 | $148,623+159.7% | $135,974+183.8% | $139,466+176.7% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 15.33% | 79.30%-64.0pp | 68.30%-53.0pp | 373.66%-358.3pp |
| Employer contribution / active EE | $6,670 | $5,246+27.1% | $4,859+37.3% | $4,754+40.3% |
| Participant deferral / active EE | $9,474 | $8,103+16.9% | $7,760+22.1% | $6,712+41.1% |
| Admin fee / account holder | $6,004 | $12,406-51.6% | $10,767-44.2% | $11,409-47.4% |