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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 | $899,831 | $198,462+353.4% | $170,439+428.0% | $147,585+509.7% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 14.11% | 257.30%-243.2pp | 205.94%-191.8pp | 578.58%-564.5pp |
| Employer contribution / active EE | $35,693 | $6,184+477.2% | $5,433+557.0% | $4,876+632.0% |
| Participant deferral / active EE | $20,000 | $5,629+255.3% | $4,939+304.9% | $5,439+267.7% |
| Admin fee / account holder | $4,758 | $16,852-71.8% | $13,881-65.7% | $10,886-56.3% |