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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 | $482,471 | $227,399+112.2% | $189,758+154.3% | $198,609+142.9% |
| Participation rate | 100.0% | 84.0%+16.0pp | 79.8%+20.2pp | 82.4%+17.6pp |
| Annual return | 11.27% | 61.03%-49.8pp | 52.62%-41.3pp | 202.70%-191.4pp |
| Employer contribution / active EE | $9,339 | $5,526+69.0% | $4,767+95.9% | $5,055+84.7% |
| Participant deferral / active EE | $12,249 | $6,837+79.2% | $5,856+109.2% | $6,977+75.6% |
| Admin fee / account holder | $53,630 | $25,162+113.1% | $20,388+163.0% | $19,030+181.8% |