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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 | $494,230 | $129,737+280.9% | $119,126+314.9% | $154,746+219.4% |
| Participation rate | 100.0% | 78.9%+21.1pp | 75.8%+24.2pp | 80.7%+19.3pp |
| Annual return | 13.57% | 379.08%-365.5pp | 282.11%-268.5pp | 172.34%-158.8pp |
| Employer contribution / active EE | $19,438 | $4,375+344.3% | $4,034+381.9% | $4,379+343.9% |
| Participant deferral / active EE | $11,290 | $5,842+93.3% | $5,318+112.3% | $6,730+67.7% |
| Admin fee / account holder | $6,636 | $11,961-44.5% | $10,693-37.9% | $14,365-53.8% |