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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 | $589,168 | $183,988+220.2% | $162,177+263.3% | $152,897+285.3% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.5%+17.5pp |
| Annual return | 15.98% | 150.79%-134.8pp | 115.60%-99.6pp | 345.43%-329.5pp |
| Employer contribution / active EE | $4,963 | $6,370-22.1% | $5,613-11.6% | $4,764+4.2% |
| Participant deferral / active EE | $15,150 | $8,032+88.6% | $7,297+107.6% | $5,851+158.9% |
| Admin fee / account holder | $52,022 | $13,123+296.4% | $10,843+379.8% | $11,599+348.5% |