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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 | $697,127 | $178,174+291.3% | $156,181+346.4% | $137,256+407.9% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.8%+21.2pp | 80.0%+20.0pp |
| Annual return | 21.64% | 84.19%-62.5pp | 64.87%-43.2pp | 220.34%-198.7pp |
| Employer contribution / active EE | $20,000 | $4,972+302.3% | $4,294+365.8% | $4,156+381.2% |
| Participant deferral / active EE | $27,000 | $6,888+292.0% | $6,132+340.3% | $6,407+321.4% |
| Admin fee / account holder | $16,541 | $17,404-5.0% | $14,586+13.4% | $12,270+34.8% |