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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 | $322,681 | $160,070+101.6% | $147,117+119.3% | $145,897+121.2% |
| Participation rate | 83.3% | 84.0%-0.7pp | 82.2%+1.1pp | 80.3%+3.0pp |
| Annual return | 12.59% | 98.69%-86.1pp | 420.54%-407.9pp | 552.29%-539.7pp |
| Employer contribution / active EE | $2,646 | $5,285-49.9% | $4,932-46.4% | $4,663-43.3% |
| Participant deferral / active EE | $10,033 | $8,419+19.2% | $8,065+24.4% | $6,689+50.0% |
| Admin fee / account holder | $63,610 | $15,035+323.1% | $12,993+389.6% | $13,390+375.0% |