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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 | $585,470 | $157,304+272.2% | $141,197+314.6% | $152,909+282.9% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 15.91% | 64.34%-48.4pp | 71.41%-55.5pp | 345.46%-329.6pp |
| Employer contribution / active EE | $13,988 | $5,263+165.8% | $4,736+195.3% | $4,764+193.6% |
| Participant deferral / active EE | $17,250 | $7,111+142.6% | $6,710+157.1% | $5,851+194.8% |
| Admin fee / account holder | $3,199 | $12,126-73.6% | $10,265-68.8% | $11,601-72.4% |