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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 | $555,545 | $209,405+165.3% | $178,486+211.3% | $158,931+249.6% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 21.43% | 188.77%-167.3pp | 151.08%-129.7pp | 302.86%-281.4pp |
| Employer contribution / active EE | $14,872 | $5,707+160.6% | $5,011+196.8% | $4,761+212.3% |
| Participant deferral / active EE | $17,520 | $5,954+194.2% | $5,202+236.8% | $5,982+192.9% |
| Admin fee / account holder | $1,084 | $17,076-93.7% | $13,985-92.2% | $11,247-90.4% |