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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 | $848,867 | $135,956+524.4% | $123,894+585.2% | $273,972+209.8% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 7.40% | 56.63%-49.2pp | 47.52%-40.1pp | 41.46%-34.1pp |
| Employer contribution / active EE | $14,044 | $5,170+171.7% | $4,617+204.2% | $4,869+188.4% |
| Participant deferral / active EE | $12,693 | $6,343+100.1% | $5,984+112.1% | $5,287+140.1% |
| Admin fee / account holder | $20,076 | $9,817+104.5% | $8,357+140.2% | $10,133+98.1% |