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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 | $697,137 | $174,379+299.8% | $152,093+358.4% | $138,895+401.9% |
| Participation rate | 100.0% | 81.6%+18.4pp | 77.8%+22.2pp | 79.9%+20.1pp |
| Annual return | 14.43% | 74.86%-60.4pp | 66.36%-51.9pp | 145.39%-131.0pp |
| Employer contribution / active EE | $22,154 | $4,652+376.2% | $4,175+430.7% | $4,194+428.2% |
| Participant deferral / active EE | $21,041 | $6,159+241.6% | $5,451+286.0% | $6,396+229.0% |
| Admin fee / account holder | $20,521 | $16,880+21.6% | $14,497+41.6% | $12,562+63.4% |