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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 | $718,319 | $152,619+370.7% | $125,195+473.8% | $152,909+369.8% |
| Participation rate | 100.0% | 83.3%+16.7pp | 79.8%+20.2pp | 82.5%+17.5pp |
| Annual return | 22.65% | 54.85%-32.2pp | 43.79%-21.1pp | 345.46%-322.8pp |
| Employer contribution / active EE | $23,324 | $4,947+371.4% | $3,866+503.3% | $4,764+389.6% |
| Participant deferral / active EE | $13,882 | $5,869+136.6% | $4,937+181.2% | $5,851+137.3% |
| Admin fee / account holder | $6,758 | $13,437-49.7% | $9,704-30.4% | $11,601-41.7% |