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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 | $788,449 | $105,160+649.8% | $94,679+732.8% | $139,456+465.4% |
| Participation rate | 100.0% | 82.4%+17.6pp | 80.8%+19.2pp | 80.3%+19.7pp |
| Annual return | 24.58% | 38.04%-13.5pp | 156.75%-132.2pp | 373.45%-348.9pp |
| Employer contribution / active EE | $3,816 | $4,107-7.1% | $3,673+3.9% | $4,753-19.7% |
| Participant deferral / active EE | $19,538 | $7,599+157.1% | $7,417+163.4% | $6,711+191.1% |
| Admin fee / account holder | $86,315 | $8,988+860.4% | $7,233+1093.4% | $11,407+656.7% |