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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 | $417,001 | $183,627+127.1% | $155,602+168.0% | $145,978+185.7% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 45.17% | 61.32%-16.1pp | 64.81%-19.6pp | 550.52%-505.3pp |
| Employer contribution / active EE | $3,212 | $5,316-39.6% | $4,675-31.3% | $4,662-31.1% |
| Participant deferral / active EE | $10,686 | $6,466+65.3% | $5,629+89.8% | $6,690+59.7% |
| Admin fee / account holder | $369 | $19,327-98.1% | $15,923-97.7% | $13,400-97.2% |