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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 | $362,080 | $175,231+106.6% | $149,696+141.9% | $139,466+159.6% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 16.77% | 166.77%-150.0pp | 134.46%-117.7pp | 373.66%-356.9pp |
| Employer contribution / active EE | $8,947 | $5,478+63.3% | $4,821+85.6% | $4,754+88.2% |
| Participant deferral / active EE | $4,972 | $6,521-23.8% | $5,682-12.5% | $6,712-25.9% |
| Admin fee / account holder | $7,838 | $16,155-51.5% | $13,212-40.7% | $11,409-31.3% |