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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 | $391,372 | $157,304+148.8% | $141,197+177.2% | $152,909+156.0% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 20.47% | 64.34%-43.9pp | 71.41%-50.9pp | 345.46%-325.0pp |
| Employer contribution / active EE | $8,675 | $5,263+64.8% | $4,736+83.2% | $4,764+82.1% |
| Participant deferral / active EE | $6,698 | $7,111-5.8% | $6,710-0.2% | $5,851+14.5% |
| Admin fee / account holder | $1,689 | $12,126-86.1% | $10,265-83.5% | $11,601-85.4% |