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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 | $498,269 | $160,028+211.4% | $147,080+238.8% | $145,884+241.6% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 11.67% | 98.60%-86.9pp | 420.17%-408.5pp | 551.85%-540.2pp |
| Employer contribution / active EE | $31,901 | $5,286+503.5% | $4,933+546.6% | $4,662+584.2% |
| Participant deferral / active EE | $18,248 | $8,422+116.7% | $8,066+126.2% | $6,690+172.8% |
| Admin fee / account holder | $17,614 | $15,030+17.2% | $12,989+35.6% | $13,392+31.5% |