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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 | $618,798 | $197,637+213.1% | $177,848+247.9% | $158,982+289.2% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 17.68% | 58.77%-41.1pp | 48.33%-30.6pp | 302.99%-285.3pp |
| Employer contribution / active EE | $50,771 | $6,698+658.0% | $5,919+757.8% | $4,763+966.0% |
| Participant deferral / active EE | $25,707 | $8,405+205.9% | $7,714+233.3% | $5,983+329.6% |
| Admin fee / account holder | $88,595 | $15,406+475.1% | $12,431+612.7% | $11,252+687.4% |