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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 | $701,664 | $209,422+235.0% | $178,503+293.1% | $158,982+341.3% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 11.97% | 188.81%-176.8pp | 151.12%-139.1pp | 302.99%-291.0pp |
| Employer contribution / active EE | $16,261 | $5,707+184.9% | $5,011+224.5% | $4,763+241.4% |
| Participant deferral / active EE | $11,279 | $5,955+89.4% | $5,202+116.8% | $5,983+88.5% |
| Admin fee / account holder | $3,151 | $17,079-81.6% | $13,987-77.5% | $11,252-72.0% |