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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 | $503,951 | $223,823+125.2% | $211,142+138.7% | $154,746+225.7% |
| Participation rate | 100.0% | 87.9%+12.1pp | 87.3%+12.7pp | 80.7%+19.3pp |
| Annual return | 14.69% | 50.39%-35.7pp | 46.84%-32.1pp | 172.34%-157.6pp |
| Employer contribution / active EE | $45,884 | $6,787+576.1% | $6,442+612.2% | $4,379+947.8% |
| Participant deferral / active EE | $33,085 | $9,750+239.3% | $9,284+256.4% | $6,730+391.6% |
| Admin fee / account holder | $1,026,953 | $19,707+5111.1% | $19,076+5283.5% | $14,365+7048.9% |