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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 | $537,260 | $184,000+192.0% | $162,185+231.3% | $152,909+251.4% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.5%+17.5pp |
| Annual return | 25.76% | 150.80%-125.0pp | 115.61%-89.9pp | 345.46%-319.7pp |
| Employer contribution / active EE | $16,407 | $6,370+157.6% | $5,613+192.3% | $4,764+244.4% |
| Participant deferral / active EE | $6,939 | $8,033-13.6% | $7,297-4.9% | $5,851+18.6% |
| Admin fee / account holder | $641 | $13,124-95.1% | $10,844-94.1% | $11,601-94.5% |