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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 | $447,156 | $171,492+160.7% | $150,734+196.7% | $198,609+125.1% |
| Participation rate | 94.4% | 81.4%+13.0pp | 78.4%+16.0pp | 82.4%+12.1pp |
| Annual return | 4.56% | 804.70%-800.1pp | 600.81%-596.2pp | 202.70%-198.1pp |
| Employer contribution / active EE | $15,018 | $5,470+174.6% | $4,918+205.4% | $5,055+197.1% |
| Participant deferral / active EE | $11,592 | $6,259+85.2% | $5,610+106.6% | $6,977+66.2% |
| Admin fee / account holder | $23,530 | $17,628+33.5% | $14,905+57.9% | $19,030+23.6% |