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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 | $408,486 | $166,242+145.7% | $165,071+147.5% | $145,884+180.0% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 10.01% | 100.44%-90.4pp | 70.17%-60.2pp | 551.85%-541.8pp |
| Employer contribution / active EE | $2,608 | $5,283-50.6% | $4,347-40.0% | $4,662-44.1% |
| Participant deferral / active EE | $10,167 | $6,964+46.0% | $6,035+68.5% | $6,690+52.0% |
| Admin fee / account holder | $475,259 | $16,658+2753.0% | $12,695+3643.7% | $13,392+3448.9% |