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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 | $765,566 | $148,623+415.1% | $135,974+463.0% | $139,466+448.9% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 22.62% | 79.30%-56.7pp | 68.30%-45.7pp | 373.66%-351.0pp |
| Employer contribution / active EE | $22,808 | $5,246+334.7% | $4,859+369.4% | $4,754+379.8% |
| Participant deferral / active EE | $19,760 | $8,103+143.9% | $7,760+154.6% | $6,712+194.4% |
| Admin fee / account holder | $5,823 | $12,406-53.1% | $10,767-45.9% | $11,409-49.0% |