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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 | $640,324 | $175,231+265.4% | $149,696+327.7% | $139,466+359.1% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 14.79% | 166.77%-152.0pp | 134.46%-119.7pp | 373.66%-358.9pp |
| Employer contribution / active EE | $7,602 | $5,478+38.8% | $4,821+57.7% | $4,754+59.9% |
| Participant deferral / active EE | $4,493 | $6,521-31.1% | $5,682-20.9% | $6,712-33.1% |
| Admin fee / account holder | $4,151 | $16,155-74.3% | $13,212-68.6% | $11,409-63.6% |