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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 | $714,444 | $227,597+213.9% | $189,575+276.9% | $167,536+326.4% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.4%+21.6pp | 82.1%+17.9pp |
| Annual return | 24.58% | 78.44%-53.9pp | 64.19%-39.6pp | 478.82%-454.2pp |
| Employer contribution / active EE | $7,060 | $5,316+32.8% | $4,412+60.0% | $4,839+45.9% |
| Participant deferral / active EE | $18,320 | $7,002+161.6% | $6,174+196.7% | $6,342+188.9% |
| Admin fee / account holder | $58,026 | $11,877+388.6% | $9,806+491.8% | $12,315+371.2% |