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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 | $568,164 | $148,629+282.3% | $135,982+317.8% | $139,487+307.3% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 21.28% | 79.33%-58.0pp | 68.32%-47.0pp | 373.84%-352.6pp |
| Employer contribution / active EE | $5,231 | $5,247-0.3% | $4,859+7.7% | $4,755+10.0% |
| Participant deferral / active EE | $17,081 | $8,102+110.8% | $7,760+120.1% | $6,713+154.5% |
| Admin fee / account holder | $16,578 | $12,406+33.6% | $10,767+54.0% | $11,407+45.3% |