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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 | $645,624 | $148,629+334.4% | $135,982+374.8% | $139,487+362.9% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 23.56% | 79.33%-55.8pp | 68.32%-44.8pp | 373.84%-350.3pp |
| Employer contribution / active EE | $11,838 | $5,247+125.6% | $4,859+143.6% | $4,755+149.0% |
| Participant deferral / active EE | $10,097 | $8,102+24.6% | $7,760+30.1% | $6,713+50.4% |
| Admin fee / account holder | $80,813 | $12,406+551.4% | $10,767+650.5% | $11,407+608.4% |