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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 | $580,932 | $183,627+216.4% | $155,602+273.3% | $145,978+298.0% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 21.80% | 61.32%-39.5pp | 64.81%-43.0pp | 550.52%-528.7pp |
| Employer contribution / active EE | $14,463 | $5,316+172.1% | $4,675+209.4% | $4,662+210.2% |
| Participant deferral / active EE | $10,925 | $6,466+69.0% | $5,629+94.1% | $6,690+63.3% |
| Admin fee / account holder | $356 | $19,327-98.2% | $15,923-97.8% | $13,400-97.3% |