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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 | $378,160 | $138,072+173.9% | $123,549+206.1% | $135,382+179.3% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | 4.62% | 153.69%-149.1pp | 119.20%-114.6pp | 519.77%-515.1pp |
| Employer contribution / active EE | $6,000 | $5,152+16.5% | $4,628+29.6% | $4,779+25.6% |
| Participant deferral / active EE | $15,686 | $6,799+130.7% | $6,426+144.1% | $5,609+179.7% |
| Admin fee / account holder | $4,179 | $10,917-61.7% | $9,284-55.0% | $10,829-61.4% |