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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 | $577,585 | $160,040+260.9% | $147,096+292.7% | $145,877+295.9% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 21.75% | 98.49%-76.7pp | 419.75%-398.0pp | 551.28%-529.5pp |
| Employer contribution / active EE | $4,113 | $5,289-22.2% | $4,936-16.7% | $4,663-11.8% |
| Participant deferral / active EE | $8,510 | $8,429+1.0% | $8,071+5.4% | $6,691+27.2% |
| Admin fee / account holder | $17,433 | $15,050+15.8% | $13,005+34.0% | $13,402+30.1% |