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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 | $608,874 | $178,174+241.7% | $156,181+289.9% | $137,256+343.6% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.8%+21.2pp | 80.0%+20.0pp |
| Annual return | 16.69% | 84.19%-67.5pp | 64.87%-48.2pp | 220.34%-203.7pp |
| Employer contribution / active EE | $25,341 | $4,972+409.7% | $4,294+490.2% | $4,156+509.7% |
| Participant deferral / active EE | $10,255 | $6,888+48.9% | $6,132+67.2% | $6,407+60.1% |
| Admin fee / account holder | $2,330 | $17,404-86.6% | $14,586-84.0% | $12,270-81.0% |