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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 | $488,586 | $148,623+228.7% | $135,974+259.3% | $139,466+250.3% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 26.44% | 79.30%-52.9pp | 68.30%-41.9pp | 373.66%-347.2pp |
| Employer contribution / active EE | $14,676 | $5,246+179.7% | $4,859+202.0% | $4,754+208.7% |
| Participant deferral / active EE | $11,886 | $8,103+46.7% | $7,760+53.2% | $6,712+77.1% |
| Admin fee / account holder | $13,539 | $12,406+9.1% | $10,767+25.8% | $11,409+18.7% |