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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 | $992,779 | $162,136+512.3% | $152,301+551.9% | $154,746+541.6% |
| Participation rate | 100.0% | 84.1%+15.9pp | 82.4%+17.6pp | 80.7%+19.3pp |
| Annual return | 22.81% | 91.02%-68.2pp | 80.50%-57.7pp | 172.34%-149.5pp |
| Employer contribution / active EE | $7,868 | $4,890+60.9% | $4,624+70.1% | $4,379+79.7% |
| Participant deferral / active EE | $19,305 | $8,341+131.4% | $8,004+141.2% | $6,730+186.8% |
| Admin fee / account holder | $2,875 | $15,759-81.8% | $14,398-80.0% | $14,365-80.0% |