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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 | $853,065 | $159,934+433.4% | $147,005+480.3% | $145,959+484.5% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 16.07% | 98.24%-82.2pp | 418.76%-402.7pp | 561.95%-545.9pp |
| Employer contribution / active EE | $8,963 | $5,287+69.5% | $4,934+81.6% | $4,661+92.3% |
| Participant deferral / active EE | $16,672 | $8,427+97.8% | $8,070+106.6% | $6,689+149.3% |
| Admin fee / account holder | $3,780 | $15,053-74.9% | $13,006-70.9% | $13,398-71.8% |