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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 | $524,443 | $198,461+164.3% | $170,436+207.7% | $147,585+255.3% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 14.55% | 257.30%-242.8pp | 205.94%-191.4pp | 578.57%-564.0pp |
| Employer contribution / active EE | $13,341 | $6,184+115.7% | $5,433+145.6% | $4,876+173.6% |
| Participant deferral / active EE | $7,990 | $5,629+41.9% | $4,939+61.8% | $5,439+46.9% |
| Admin fee / account holder | $65,373 | $16,852+287.9% | $13,880+371.0% | $10,885+500.6% |