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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 | $578,605 | $176,105+228.6% | $159,474+262.8% | $167,536+245.4% |
| Participation rate | 100.0% | 85.0%+15.0pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 15.63% | 331.91%-316.3pp | 263.68%-248.1pp | 478.82%-463.2pp |
| Employer contribution / active EE | $23,246 | $5,299+338.7% | $4,831+381.2% | $4,839+380.4% |
| Participant deferral / active EE | $3,890 | $7,751-49.8% | $7,353-47.1% | $6,342-38.7% |
| Admin fee / account holder | $7,832 | $12,559-37.6% | $10,802-27.5% | $12,315-36.4% |