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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 | $539,684 | $160,070+237.2% | $147,117+266.8% | $145,897+269.9% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 19.03% | 98.69%-79.7pp | 420.54%-401.5pp | 552.29%-533.3pp |
| Employer contribution / active EE | $8,883 | $5,285+68.1% | $4,932+80.1% | $4,663+90.5% |
| Participant deferral / active EE | $13,983 | $8,419+66.1% | $8,065+73.4% | $6,689+109.0% |
| Admin fee / account holder | $23,657 | $15,035+57.3% | $12,993+82.1% | $13,390+76.7% |