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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 | $434,473 | $159,978+171.6% | $147,041+195.5% | $145,978+197.6% |
| Participation rate | 83.3% | 84.0%-0.7pp | 82.2%+1.2pp | 80.3%+3.0pp |
| Annual return | 11.59% | 98.36%-86.8pp | 419.21%-407.6pp | 550.52%-538.9pp |
| Employer contribution / active EE | $4,705 | $5,288-11.0% | $4,935-4.7% | $4,662+0.9% |
| Participant deferral / active EE | $9,187 | $8,429+9.0% | $8,071+13.8% | $6,690+37.3% |
| Admin fee / account holder | $143,358 | $15,053+852.3% | $13,006+1002.2% | $13,400+969.8% |