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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 | $561,847 | $148,629+278.0% | $135,982+313.2% | $139,487+302.8% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 14.15% | 79.33%-65.2pp | 68.32%-54.2pp | 373.84%-359.7pp |
| Employer contribution / active EE | $15,670 | $5,247+198.7% | $4,859+222.5% | $4,755+229.6% |
| Participant deferral / active EE | $18,157 | $8,102+124.1% | $7,760+134.0% | $6,713+170.5% |
| Admin fee / account holder | $72,347 | $12,406+483.1% | $10,767+571.9% | $11,407+534.2% |