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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 | $491,124 | $159,934+207.1% | $147,005+234.1% | $145,959+236.5% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 16.00% | 98.24%-82.2pp | 418.76%-402.8pp | 561.95%-546.0pp |
| Employer contribution / active EE | $11,727 | $5,287+121.8% | $4,934+137.7% | $4,661+151.6% |
| Participant deferral / active EE | $24,248 | $8,427+187.7% | $8,070+200.5% | $6,689+262.5% |
| Admin fee / account holder | $18,678 | $15,053+24.1% | $13,006+43.6% | $13,398+39.4% |