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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 | $354,459 | $125,237+183.0% | $105,608+235.6% | $145,877+143.0% |
| Participation rate | 100.0% | 77.7%+22.3pp | 75.3%+24.7pp | 80.3%+19.7pp |
| Annual return | 17.86% | 225.76%-207.9pp | 116.50%-98.6pp | 551.28%-533.4pp |
| Employer contribution / active EE | $3,160 | $3,720-15.1% | $3,167-0.2% | $4,663-32.2% |
| Participant deferral / active EE | $4,709 | $5,711-17.5% | $5,010-6.0% | $6,691-29.6% |
| Admin fee / account holder | $99,186 | $17,287+473.7% | $11,028+799.4% | $13,402+640.1% |