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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 | $376,535 | $209,405+79.8% | $178,486+111.0% | $158,931+136.9% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 11.36% | 188.77%-177.4pp | 151.08%-139.7pp | 302.86%-291.5pp |
| Employer contribution / active EE | $2,567 | $5,707-55.0% | $5,011-48.8% | $4,761-46.1% |
| Participant deferral / active EE | $8,667 | $5,954+45.6% | $5,202+66.6% | $5,982+44.9% |
| Admin fee / account holder | $5,943 | $17,076-65.2% | $13,985-57.5% | $11,247-47.2% |