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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 | $768,021 | $201,264+281.6% | $184,185+317.0% | $145,978+426.1% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 16.19% | 29.00%-12.8pp | 28.81%-12.6pp | 550.52%-534.3pp |
| Employer contribution / active EE | $33,884 | $7,021+382.6% | $6,426+427.3% | $4,662+626.8% |
| Participant deferral / active EE | $19,420 | $9,806+98.0% | $9,132+112.7% | $6,690+190.3% |
| Admin fee / account holder | $23,186 | $16,376+41.6% | $13,909+66.7% | $13,400+73.0% |