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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 | $460,653 | $180,459+155.3% | $154,108+198.9% | $135,380+240.3% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | 1.65% | 888.21%-886.6pp | 735.21%-733.6pp | 519.81%-518.2pp |
| Employer contribution / active EE | $30,831 | $6,035+410.9% | $5,298+482.0% | $4,779+545.1% |
| Participant deferral / active EE | $18,417 | $5,806+217.2% | $5,081+262.5% | $5,609+228.3% |
| Admin fee / account holder | $312,567 | $16,145+1836.0% | $13,411+2230.6% | $10,828+2786.6% |