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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 | $443,979 | $148,623+198.7% | $135,974+226.5% | $139,466+218.3% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 13.16% | 79.30%-66.1pp | 68.30%-55.1pp | 373.66%-360.5pp |
| Employer contribution / active EE | $5,563 | $5,246+6.0% | $4,859+14.5% | $4,754+17.0% |
| Participant deferral / active EE | $9,180 | $8,103+13.3% | $7,760+18.3% | $6,712+36.8% |
| Admin fee / account holder | $68,246 | $12,406+450.1% | $10,767+533.9% | $11,409+498.2% |