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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 | $865,479 | $166,131+421.0% | $164,975+424.6% | $145,877+493.3% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 11.64% | 100.37%-88.7pp | 70.12%-58.5pp | 551.28%-539.6pp |
| Employer contribution / active EE | $20,600 | $5,276+290.5% | $4,343+374.4% | $4,663+341.8% |
| Participant deferral / active EE | $13,696 | $6,962+96.7% | $6,033+127.0% | $6,691+104.7% |
| Admin fee / account holder | $5,470 | $16,648-67.1% | $12,688-56.9% | $13,402-59.2% |