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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 | $771,112 | $217,427+254.7% | $185,837+314.9% | $167,518+360.3% |
| Participation rate | 100.0% | 86.0%+14.0pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 14.27% | 148.39%-134.1pp | 122.08%-107.8pp | 478.71%-464.4pp |
| Employer contribution / active EE | $18,934 | $5,874+222.3% | $5,168+266.4% | $4,838+291.3% |
| Participant deferral / active EE | $13,929 | $6,357+119.1% | $5,568+150.1% | $6,342+119.6% |
| Admin fee / account holder | $2,395 | $19,816-87.9% | $16,241-85.3% | $12,312-80.5% |