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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 | $447,731 | $209,405+113.8% | $178,486+150.8% | $158,931+181.7% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 9.55% | 188.77%-179.2pp | 151.08%-141.5pp | 302.86%-293.3pp |
| Employer contribution / active EE | $16,383 | $5,707+187.1% | $5,011+227.0% | $4,761+244.1% |
| Participant deferral / active EE | $9,411 | $5,954+58.1% | $5,202+80.9% | $5,982+57.3% |
| Admin fee / account holder | $5,875 | $17,076-65.6% | $13,985-58.0% | $11,247-47.8% |