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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 | $928,987 | $172,111+439.8% | $150,298+518.1% | $137,256+576.8% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 15.58% | 69.37%-53.8pp | 62.79%-47.2pp | 220.34%-204.8pp |
| Employer contribution / active EE | $65,485 | $4,636+1312.4% | $4,154+1476.4% | $4,156+1475.7% |
| Participant deferral / active EE | $39,094 | $6,166+534.1% | $5,453+617.0% | $6,407+510.2% |
| Admin fee / account holder | $2,881 | $16,471-82.5% | $14,116-79.6% | $12,270-76.5% |