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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 | $510,671 | $196,972+159.3% | $182,262+180.2% | $198,609+157.1% |
| Participation rate | 100.0% | 85.7%+14.3pp | 84.2%+15.8pp | 82.4%+17.6pp |
| Annual return | 11.64% | 158.27%-146.6pp | 140.60%-129.0pp | 202.70%-191.1pp |
| Employer contribution / active EE | $23,002 | $5,364+328.9% | $5,046+355.9% | $5,055+355.0% |
| Participant deferral / active EE | $15,770 | $8,643+82.5% | $8,276+90.5% | $6,977+126.0% |
| Admin fee / account holder | $332,951 | $18,429+1706.7% | $16,712+1892.3% | $19,030+1649.6% |