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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 | $520,569 | $176,077+195.6% | $159,455+226.5% | $167,518+210.8% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 16.16% | 331.83%-315.7pp | 263.63%-247.5pp | 478.71%-462.5pp |
| Employer contribution / active EE | $9,724 | $5,298+83.5% | $4,830+101.3% | $4,838+101.0% |
| Participant deferral / active EE | $14,134 | $7,751+82.4% | $7,353+92.2% | $6,342+122.9% |
| Admin fee / account holder | $457 | $12,556-96.4% | $10,800-95.8% | $12,312-96.3% |