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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 | $579,194 | $148,629+289.7% | $135,982+325.9% | $139,487+315.2% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 14.94% | 79.33%-64.4pp | 68.32%-53.4pp | 373.84%-358.9pp |
| Employer contribution / active EE | $9,283 | $5,247+76.9% | $4,859+91.0% | $4,755+95.2% |
| Participant deferral / active EE | $16,700 | $8,102+106.1% | $7,760+115.2% | $6,713+148.8% |
| Admin fee / account holder | $11,890 | $12,406-4.2% | $10,767+10.4% | $11,407+4.2% |