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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 | $448,138 | $166,131+169.7% | $164,975+171.6% | $145,877+207.2% |
| Participation rate | 94.1% | 82.0%+12.1pp | 78.6%+15.5pp | 80.3%+13.8pp |
| Annual return | 12.31% | 100.37%-88.1pp | 70.12%-57.8pp | 551.28%-539.0pp |
| Employer contribution / active EE | $15,758 | $5,276+198.7% | $4,343+262.9% | $4,663+237.9% |
| Participant deferral / active EE | $10,870 | $6,962+56.1% | $6,033+80.2% | $6,691+62.5% |
| Admin fee / account holder | $3,079 | $16,648-81.5% | $12,688-75.7% | $13,402-77.0% |