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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 | $489,372 | $177,353+175.9% | $158,226+209.3% | $198,609+146.4% |
| Participation rate | 100.0% | 77.0%+23.0pp | 74.8%+25.2pp | 82.4%+17.6pp |
| Annual return | 19.37% | 599.50%-580.1pp | 501.41%-482.0pp | 202.70%-183.3pp |
| Employer contribution / active EE | $11,945 | $3,239+268.8% | $2,986+300.1% | $5,055+136.3% |
| Participant deferral / active EE | $31,000 | $4,615+571.7% | $4,317+618.1% | $6,977+344.3% |
| Admin fee / account holder | $464 | $10,960-95.8% | $10,217-95.5% | $19,030-97.6% |