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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 | $445,603 | $176,105+153.0% | $159,474+179.4% | $167,536+166.0% |
| Participation rate | 100.0% | 85.0%+15.0pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 10.48% | 331.91%-321.4pp | 263.68%-253.2pp | 478.82%-468.3pp |
| Employer contribution / active EE | $18,502 | $5,299+249.2% | $4,831+283.0% | $4,839+282.3% |
| Participant deferral / active EE | $13,520 | $7,751+74.4% | $7,353+83.9% | $6,342+113.2% |
| Admin fee / account holder | $101,319 | $12,559+706.7% | $10,802+837.9% | $12,315+722.8% |