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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 | $495,972 | $183,988+169.6% | $162,177+205.8% | $152,897+224.4% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.5%+17.5pp |
| Annual return | 17.49% | 150.79%-133.3pp | 115.60%-98.1pp | 345.43%-327.9pp |
| Employer contribution / active EE | $1,761 | $6,370-72.3% | $5,613-68.6% | $4,764-63.0% |
| Participant deferral / active EE | $6,333 | $8,032-21.2% | $7,297-13.2% | $5,851+8.2% |
| Admin fee / account holder | $4,968 | $13,123-62.1% | $10,843-54.2% | $11,599-57.2% |