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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 | $908,661 | $159,934+468.1% | $147,005+518.1% | $145,959+522.5% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 14.20% | 98.24%-84.0pp | 418.76%-404.6pp | 561.95%-547.7pp |
| Employer contribution / active EE | $17,516 | $5,287+231.3% | $4,934+255.0% | $4,661+275.8% |
| Participant deferral / active EE | $3,020 | $8,427-64.2% | $8,070-62.6% | $6,689-54.8% |
| Admin fee / account holder | $13,848 | $15,053-8.0% | $13,006+6.5% | $13,398+3.4% |