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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 | $646,874 | $180,749+257.9% | $160,784+302.3% | $137,256+371.3% |
| Participation rate | 100.0% | 80.0%+20.0pp | 77.0%+23.0pp | 80.0%+20.0pp |
| Annual return | 16.95% | 2234.46%-2217.5pp | 1803.92%-1787.0pp | 220.34%-203.4pp |
| Employer contribution / active EE | $14,604 | $4,155+251.5% | $3,733+291.2% | $4,156+251.4% |
| Participant deferral / active EE | $16,413 | $6,844+139.8% | $6,293+160.8% | $6,407+156.2% |
| Admin fee / account holder | $1,267 | $10,397-87.8% | $9,717-87.0% | $12,270-89.7% |