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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 | $418,046 | $160,040+161.2% | $147,096+184.2% | $145,877+186.6% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 11.73% | 98.49%-86.8pp | 419.75%-408.0pp | 551.28%-539.6pp |
| Employer contribution / active EE | $52,383 | $5,289+890.3% | $4,936+961.3% | $4,663+1023.4% |
| Participant deferral / active EE | $29,100 | $8,429+245.2% | $8,071+260.5% | $6,691+334.9% |
| Admin fee / account holder | $405,564 | $15,050+2594.8% | $13,005+3018.5% | $13,402+2926.1% |