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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 | $711,402 | $176,105+304.0% | $159,474+346.1% | $167,536+324.6% |
| Participation rate | 100.0% | 85.0%+15.0pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 20.46% | 331.91%-311.4pp | 263.68%-243.2pp | 478.82%-458.4pp |
| Employer contribution / active EE | $14,257 | $5,299+169.1% | $4,831+195.1% | $4,839+194.6% |
| Participant deferral / active EE | $19,770 | $7,751+155.0% | $7,353+168.9% | $6,342+211.7% |
| Admin fee / account holder | $1,606 | $12,559-87.2% | $10,802-85.1% | $12,315-87.0% |