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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 | $616,191 | $160,040+285.0% | $147,096+318.9% | $145,877+322.4% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 13.05% | 98.49%-85.4pp | 419.75%-406.7pp | 551.28%-538.2pp |
| Employer contribution / active EE | $3,164 | $5,289-40.2% | $4,936-35.9% | $4,663-32.2% |
| Participant deferral / active EE | $13,927 | $8,429+65.2% | $8,071+72.6% | $6,691+108.2% |
| Admin fee / account holder | $17,140 | $15,050+13.9% | $13,005+31.8% | $13,402+27.9% |