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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 | $462,806 | $183,516+152.2% | $155,534+197.6% | $145,884+217.2% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 19.04% | 61.43%-42.4pp | 64.92%-45.9pp | 551.85%-532.8pp |
| Employer contribution / active EE | $16,615 | $5,315+212.6% | $4,675+255.4% | $4,662+256.4% |
| Participant deferral / active EE | $18,071 | $6,467+179.5% | $5,630+221.0% | $6,690+170.1% |
| Admin fee / account holder | $2,844 | $19,293-85.3% | $15,900-82.1% | $13,392-78.8% |