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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 | $468,996 | $159,934+193.2% | $147,005+219.0% | $145,959+221.3% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 12.77% | 98.24%-85.5pp | 418.76%-406.0pp | 561.95%-549.2pp |
| Employer contribution / active EE | $4,931 | $5,287-6.7% | $4,934-0.1% | $4,661+5.8% |
| Participant deferral / active EE | $17,545 | $8,427+108.2% | $8,070+117.4% | $6,689+162.3% |
| Admin fee / account holder | $15,784 | $15,053+4.9% | $13,006+21.4% | $13,398+17.8% |