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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 | $594,228 | $176,077+237.5% | $159,455+272.7% | $167,518+254.7% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 14.17% | 331.83%-317.7pp | 263.63%-249.5pp | 478.71%-464.5pp |
| Employer contribution / active EE | $11,579 | $5,298+118.6% | $4,830+139.7% | $4,838+139.3% |
| Participant deferral / active EE | $15,227 | $7,751+96.5% | $7,353+107.1% | $6,342+140.1% |
| Admin fee / account holder | $23,518 | $12,556+87.3% | $10,800+117.7% | $12,312+91.0% |