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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 | $613,322 | $198,461+209.0% | $170,436+259.9% | $147,585+315.6% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 17.23% | 257.30%-240.1pp | 205.94%-188.7pp | 578.57%-561.3pp |
| Employer contribution / active EE | $6,593 | $6,184+6.6% | $5,433+21.4% | $4,876+35.2% |
| Participant deferral / active EE | $7,473 | $5,629+32.8% | $4,939+51.3% | $5,439+37.4% |
| Admin fee / account holder | $1,385 | $16,852-91.8% | $13,880-90.0% | $10,885-87.3% |