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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 | $406,878 | $159,934+154.4% | $147,005+176.8% | $145,959+178.8% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 11.54% | 98.24%-86.7pp | 418.76%-407.2pp | 561.95%-550.4pp |
| Employer contribution / active EE | $11,778 | $5,287+122.8% | $4,934+138.7% | $4,661+152.7% |
| Participant deferral / active EE | $9,740 | $8,427+15.6% | $8,070+20.7% | $6,689+45.6% |
| Admin fee / account holder | $70,465 | $15,053+368.1% | $13,006+441.8% | $13,398+425.9% |