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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 | $832,907 | $160,070+420.3% | $147,117+466.2% | $145,897+470.9% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 10.88% | 98.69%-87.8pp | 420.54%-409.7pp | 552.29%-541.4pp |
| Employer contribution / active EE | $23,641 | $5,285+347.4% | $4,932+379.3% | $4,663+407.0% |
| Participant deferral / active EE | $26,920 | $8,419+219.7% | $8,065+233.8% | $6,689+302.4% |
| Admin fee / account holder | $601 | $15,035-96.0% | $12,993-95.4% | $13,390-95.5% |