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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 | $482,499 | $148,582+224.7% | $135,942+254.9% | $139,456+246.0% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 16.62% | 79.26%-62.6pp | 68.28%-51.7pp | 373.45%-356.8pp |
| Employer contribution / active EE | $10,587 | $5,245+101.9% | $4,858+118.0% | $4,753+122.8% |
| Participant deferral / active EE | $17,175 | $8,101+112.0% | $7,759+121.4% | $6,711+155.9% |
| Admin fee / account holder | $1,408 | $12,402-88.6% | $10,764-86.9% | $11,407-87.7% |