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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 | $408,696 | $175,259+133.2% | $149,723+173.0% | $139,487+193.0% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 26.26% | 166.82%-140.6pp | 134.50%-108.2pp | 373.84%-347.6pp |
| Employer contribution / active EE | $10,017 | $5,478+82.8% | $4,821+107.8% | $4,755+110.7% |
| Participant deferral / active EE | $9,907 | $6,522+51.9% | $5,682+74.3% | $6,713+47.6% |
| Admin fee / account holder | $8,790 | $16,158-45.6% | $13,215-33.5% | $11,407-22.9% |