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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 | $420,541 | $175,259+140.0% | $149,723+180.9% | $139,487+201.5% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 17.54% | 166.82%-149.3pp | 134.50%-117.0pp | 373.84%-356.3pp |
| Employer contribution / active EE | $8,627 | $5,478+57.5% | $4,821+78.9% | $4,755+81.4% |
| Participant deferral / active EE | $9,475 | $6,522+45.3% | $5,682+66.7% | $6,713+41.2% |
| Admin fee / account holder | $7,106 | $16,158-56.0% | $13,215-46.2% | $11,407-37.7% |