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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 | $540,238 | $160,070+237.5% | $147,117+267.2% | $145,897+270.3% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 15.04% | 98.69%-83.7pp | 420.54%-405.5pp | 552.29%-537.3pp |
| Employer contribution / active EE | $2,927 | $5,285-44.6% | $4,932-40.7% | $4,663-37.2% |
| Participant deferral / active EE | $17,044 | $8,419+102.4% | $8,065+111.3% | $6,689+154.8% |
| Admin fee / account holder | $84,072 | $15,035+459.2% | $12,993+547.1% | $13,390+527.9% |