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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 | $422,373 | $175,259+141.0% | $149,723+182.1% | $139,487+202.8% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 18.55% | 166.82%-148.3pp | 134.50%-115.9pp | 373.84%-355.3pp |
| Employer contribution / active EE | $6,676 | $5,478+21.9% | $4,821+38.5% | $4,755+40.4% |
| Participant deferral / active EE | $8,718 | $6,522+33.7% | $5,682+53.4% | $6,713+29.9% |
| Admin fee / account holder | $418 | $16,158-97.4% | $13,215-96.8% | $11,407-96.3% |