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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 | $452,113 | $160,070+182.4% | $147,117+207.3% | $145,897+209.9% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 17.06% | 98.69%-81.6pp | 420.54%-403.5pp | 552.29%-535.2pp |
| Employer contribution / active EE | $2,906 | $5,285-45.0% | $4,932-41.1% | $4,663-37.7% |
| Participant deferral / active EE | $4,911 | $8,419-41.7% | $8,065-39.1% | $6,689-26.6% |
| Admin fee / account holder | $18,565 | $15,035+23.5% | $12,993+42.9% | $13,390+38.6% |