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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 | $352,672 | $159,934+120.5% | $147,005+139.9% | $145,959+141.6% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 9.80% | 98.24%-88.4pp | 418.76%-409.0pp | 561.95%-552.1pp |
| Employer contribution / active EE | $7,836 | $5,287+48.2% | $4,934+58.8% | $4,661+68.1% |
| Participant deferral / active EE | $7,645 | $8,427-9.3% | $8,070-5.3% | $6,689+14.3% |
| Admin fee / account holder | $2,105 | $15,053-86.0% | $13,006-83.8% | $13,398-84.3% |