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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 | $597,711 | $209,405+185.4% | $178,486+234.9% | $158,931+276.1% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 9.77% | 188.77%-179.0pp | 151.08%-141.3pp | 302.86%-293.1pp |
| Employer contribution / active EE | $9,370 | $5,707+64.2% | $5,011+87.0% | $4,761+96.8% |
| Participant deferral / active EE | $7,606 | $5,954+27.7% | $5,202+46.2% | $5,982+27.1% |
| Admin fee / account holder | $20,167 | $17,076+18.1% | $13,985+44.2% | $11,247+79.3% |