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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 | $522,793 | $175,259+198.3% | $149,723+249.2% | $139,487+274.8% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 17.33% | 166.82%-149.5pp | 134.50%-117.2pp | 373.84%-356.5pp |
| Employer contribution / active EE | $13,126 | $5,478+139.6% | $4,821+172.2% | $4,755+176.1% |
| Participant deferral / active EE | $10,588 | $6,522+62.3% | $5,682+86.3% | $6,713+57.7% |
| Admin fee / account holder | $3,101 | $16,158-80.8% | $13,215-76.5% | $11,407-72.8% |