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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 | $557,456 | $148,582+275.2% | $135,942+310.1% | $139,456+299.7% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 17.63% | 79.26%-61.6pp | 68.28%-50.6pp | 373.45%-355.8pp |
| Employer contribution / active EE | $9,319 | $5,245+77.7% | $4,858+91.8% | $4,753+96.1% |
| Participant deferral / active EE | $18,743 | $8,101+131.4% | $7,759+141.6% | $6,711+179.3% |
| Admin fee / account holder | $7,089 | $12,402-42.8% | $10,764-34.1% | $11,407-37.9% |