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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 | $579,062 | $166,131+248.6% | $164,975+251.0% | $145,877+297.0% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 14.54% | 100.37%-85.8pp | 70.12%-55.6pp | 551.28%-536.7pp |
| Employer contribution / active EE | $11,646 | $5,276+120.8% | $4,343+168.2% | $4,663+149.8% |
| Participant deferral / active EE | $7,437 | $6,962+6.8% | $6,033+23.3% | $6,691+11.2% |
| Admin fee / account holder | $3,827 | $16,648-77.0% | $12,688-69.8% | $13,402-71.4% |