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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 | $474,638 | $108,897+335.9% | $100,378+372.8% | $145,877+225.4% |
| Participation rate | 100.0% | 83.0%+17.0pp | 81.5%+18.5pp | 80.3%+19.7pp |
| Annual return | 13.34% | 58.17%-44.8pp | 49.41%-36.1pp | 551.28%-537.9pp |
| Employer contribution / active EE | $29,225 | $4,420+561.2% | $3,942+641.4% | $4,663+526.7% |
| Participant deferral / active EE | $5,000 | $8,455-40.9% | $8,087-38.2% | $6,691-25.3% |
| Admin fee / account holder | $1,549 | $9,690-84.0% | $7,899-80.4% | $13,402-88.4% |