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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 | $505,891 | $209,428+141.6% | $178,498+183.4% | $158,950+218.3% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 12.16% | 188.78%-176.6pp | 151.09%-138.9pp | 302.91%-290.7pp |
| Employer contribution / active EE | $21,091 | $5,707+269.5% | $5,011+320.9% | $4,762+342.9% |
| Participant deferral / active EE | $11,331 | $5,955+90.3% | $5,202+117.8% | $5,983+89.4% |
| Admin fee / account holder | $1,270 | $17,077-92.6% | $13,985-90.9% | $11,248-88.7% |