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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 | $462,096 | $160,059+188.7% | $140,019+230.0% | $135,380+241.3% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | 0.26% | 911.48%-911.2pp | 651.17%-650.9pp | 519.81%-519.6pp |
| Employer contribution / active EE | $2,368 | $6,420-63.1% | $5,605-57.8% | $4,779-50.4% |
| Participant deferral / active EE | $8,594 | $7,641+12.5% | $6,927+24.1% | $5,609+53.2% |
| Admin fee / account holder | $15,644 | $13,328+17.4% | $10,705+46.1% | $10,828+44.5% |