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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 | $914,645 | $185,312+393.6% | $161,489+466.4% | $154,746+491.1% |
| Participation rate | 90.9% | 82.5%+8.4pp | 78.7%+12.2pp | 80.7%+10.2pp |
| Annual return | 16.45% | 103.84%-87.4pp | 89.72%-73.3pp | 172.34%-155.9pp |
| Employer contribution / active EE | $25,138 | $4,769+427.1% | $4,268+488.9% | $4,379+474.0% |
| Participant deferral / active EE | $23,590 | $6,350+271.5% | $5,630+319.0% | $6,730+250.5% |
| Admin fee / account holder | $3,710 | $18,654-80.1% | $16,006-76.8% | $14,365-74.2% |