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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 | $461,102 | $159,934+188.3% | $147,005+213.7% | $145,959+215.9% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 19.32% | 98.24%-78.9pp | 418.76%-399.4pp | 561.95%-542.6pp |
| Employer contribution / active EE | $6,917 | $5,287+30.8% | $4,934+40.2% | $4,661+48.4% |
| Participant deferral / active EE | $13,770 | $8,427+63.4% | $8,070+70.6% | $6,689+105.9% |
| Admin fee / account holder | $20,884 | $15,053+38.7% | $13,006+60.6% | $13,398+55.9% |