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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 | $357,390 | $159,978+123.4% | $147,041+143.1% | $145,978+144.8% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 9.88% | 98.36%-88.5pp | 419.21%-409.3pp | 550.52%-540.6pp |
| Employer contribution / active EE | $2,266 | $5,288-57.1% | $4,935-54.1% | $4,662-51.4% |
| Participant deferral / active EE | $9,146 | $8,429+8.5% | $8,071+13.3% | $6,690+36.7% |
| Admin fee / account holder | $100,410 | $15,053+567.0% | $13,006+672.0% | $13,400+649.3% |