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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 | $517,443 | $217,427+138.0% | $185,837+178.4% | $167,518+208.9% |
| Participation rate | 100.0% | 86.0%+14.0pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 19.03% | 148.39%-129.4pp | 122.08%-103.1pp | 478.71%-459.7pp |
| Employer contribution / active EE | $52,365 | $5,874+791.4% | $5,168+913.2% | $4,838+982.3% |
| Participant deferral / active EE | $18,899 | $6,357+197.3% | $5,568+239.4% | $6,342+198.0% |
| Admin fee / account holder | $11,263 | $19,816-43.2% | $16,241-30.7% | $12,312-8.5% |