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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 | $549,286 | $217,432+152.6% | $185,851+195.6% | $167,553+227.8% |
| Participation rate | 100.0% | 86.1%+13.9pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 15.33% | 148.43%-133.1pp | 122.11%-106.8pp | 478.89%-463.6pp |
| Employer contribution / active EE | $3,008 | $5,874-48.8% | $5,168-41.8% | $4,840-37.9% |
| Participant deferral / active EE | $4,447 | $6,357-30.0% | $5,569-20.1% | $6,343-29.9% |
| Admin fee / account holder | $61,710 | $19,820+211.3% | $16,245+279.9% | $12,316+401.0% |