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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 | $844,072 | $209,422+303.0% | $178,503+372.9% | $158,982+430.9% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 13.56% | 188.81%-175.2pp | 151.12%-137.6pp | 302.99%-289.4pp |
| Employer contribution / active EE | $37,500 | $5,707+557.1% | $5,011+648.3% | $4,763+687.3% |
| Participant deferral / active EE | $23,563 | $5,955+295.7% | $5,202+352.9% | $5,983+293.8% |
| Admin fee / account holder | $177,206 | $17,079+937.6% | $13,987+1166.9% | $11,252+1474.9% |