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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 | $699,309 | $183,592+280.9% | $155,574+349.5% | $145,877+379.4% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 15.43% | 61.37%-45.9pp | 64.87%-49.4pp | 551.28%-535.9pp |
| Employer contribution / active EE | $17,738 | $5,317+233.6% | $4,676+279.4% | $4,663+280.4% |
| Participant deferral / active EE | $12,636 | $6,466+95.4% | $5,629+124.5% | $6,691+88.9% |
| Admin fee / account holder | $5,016 | $19,316-74.0% | $15,914-68.5% | $13,402-62.6% |