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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 | $471,574 | $111,785+321.9% | $93,669+403.4% | $145,877+223.3% |
| Participation rate | 100.0% | 74.2%+25.8pp | 68.7%+31.3pp | 80.3%+19.7pp |
| Annual return | 17.67% | 203.79%-186.1pp | 133.59%-115.9pp | 551.28%-533.6pp |
| Employer contribution / active EE | $8,172 | $3,096+163.9% | $2,424+237.2% | $4,663+75.2% |
| Participant deferral / active EE | $6,963 | $4,919+41.6% | $4,416+57.7% | $6,691+4.1% |
| Admin fee / account holder | $25,203 | $10,256+145.7% | $8,291+204.0% | $13,402+88.1% |