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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 | $807,465 | $132,099+511.3% | $115,599+598.5% | $138,895+481.3% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.3%+25.7pp | 79.9%+20.1pp |
| Annual return | 16.43% | 176.76%-160.3pp | 111.10%-94.7pp | 145.39%-129.0pp |
| Employer contribution / active EE | $16,663 | $3,416+387.8% | $2,955+463.8% | $4,194+297.3% |
| Participant deferral / active EE | $9,393 | $5,617+67.2% | $4,889+92.1% | $6,396+46.9% |
| Admin fee / account holder | $40,780 | $15,650+160.6% | $12,841+217.6% | $12,562+224.6% |