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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 | $595,766 | $176,105+238.3% | $159,474+273.6% | $167,536+255.6% |
| Participation rate | 100.0% | 85.0%+15.0pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 25.85% | 331.91%-306.1pp | 263.68%-237.8pp | 478.82%-453.0pp |
| Employer contribution / active EE | $26,433 | $5,299+398.8% | $4,831+447.2% | $4,839+446.2% |
| Participant deferral / active EE | $18,034 | $7,751+132.7% | $7,353+145.3% | $6,342+184.3% |
| Admin fee / account holder | $1,646 | $12,559-86.9% | $10,802-84.8% | $12,315-86.6% |