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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 | $368,352 | $101,069+264.5% | $81,478+352.1% | $147,585+149.6% |
| Participation rate | 95.0% | 74.5%+20.5pp | 68.0%+27.0pp | 82.8%+12.2pp |
| Annual return | 18.83% | 32.40%-13.6pp | 38.78%-19.9pp | 578.57%-559.7pp |
| Employer contribution / active EE | $11,441 | $3,205+256.9% | $2,568+345.6% | $4,876+134.6% |
| Participant deferral / active EE | $10,948 | $4,242+158.1% | $3,537+209.5% | $5,439+101.3% |
| Admin fee / account holder | $40,119 | $5,812+590.3% | $4,561+779.6% | $10,885+268.6% |