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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 | $435,910 | $180,749+141.2% | $160,784+171.1% | $137,256+217.6% |
| Participation rate | 91.7% | 80.0%+11.7pp | 77.0%+14.7pp | 80.0%+11.7pp |
| Annual return | 18.64% | 2234.46%-2215.8pp | 1803.92%-1785.3pp | 220.34%-201.7pp |
| Employer contribution / active EE | $6,198 | $4,155+49.2% | $3,733+66.0% | $4,156+49.1% |
| Participant deferral / active EE | $17,740 | $6,844+159.2% | $6,293+181.9% | $6,407+176.9% |
| Admin fee / account holder | $31,367 | $10,397+201.7% | $9,717+222.8% | $12,270+155.6% |