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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 | $586,735 | $175,231+234.8% | $149,696+292.0% | $139,466+320.7% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 16.04% | 166.77%-150.7pp | 134.46%-118.4pp | 373.66%-357.6pp |
| Employer contribution / active EE | $17,001 | $5,478+210.3% | $4,821+252.7% | $4,754+257.6% |
| Participant deferral / active EE | $11,907 | $6,521+82.6% | $5,682+109.6% | $6,712+77.4% |
| Admin fee / account holder | $6,223 | $16,155-61.5% | $13,212-52.9% | $11,409-45.5% |