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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 | $686,842 | $217,392+215.9% | $185,818+269.6% | $167,497+310.1% |
| Participation rate | 100.0% | 86.0%+14.0pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 9.33% | 148.37%-139.0pp | 122.06%-112.7pp | 478.62%-469.3pp |
| Employer contribution / active EE | $2,067 | $5,873-64.8% | $5,168-60.0% | $4,838-57.3% |
| Participant deferral / active EE | $8,114 | $6,357+27.7% | $5,568+45.7% | $6,341+28.0% |
| Admin fee / account holder | $20,043 | $19,813+1.2% | $16,239+23.4% | $12,310+62.8% |