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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 | $548,024 | $162,136+238.0% | $152,301+259.8% | $154,746+254.1% |
| Participation rate | 100.0% | 84.1%+15.9pp | 82.4%+17.6pp | 80.7%+19.3pp |
| Annual return | 17.76% | 91.02%-73.3pp | 80.50%-62.7pp | 172.34%-154.6pp |
| Employer contribution / active EE | $25,133 | $4,890+413.9% | $4,624+443.5% | $4,379+473.9% |
| Participant deferral / active EE | $31,450 | $8,341+277.1% | $8,004+292.9% | $6,730+367.3% |
| Admin fee / account holder | $17,781 | $15,759+12.8% | $14,398+23.5% | $14,365+23.8% |