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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 | $738,039 | $154,228+378.5% | $145,433+407.5% | $137,256+437.7% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 24.56% | 74.59%-50.0pp | 66.58%-42.0pp | 220.34%-195.8pp |
| Employer contribution / active EE | $14,865 | $4,804+209.4% | $4,554+226.4% | $4,156+257.7% |
| Participant deferral / active EE | $9,613 | $8,216+17.0% | $7,897+21.7% | $6,407+50.0% |
| Admin fee / account holder | $35,694 | $14,344+148.8% | $13,129+171.9% | $12,270+190.9% |