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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 | $683,167 | $172,111+296.9% | $150,298+354.5% | $137,256+397.7% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 74.34% | 69.37%+5.0pp | 62.79%+11.6pp | 220.34%-146.0pp |
| Employer contribution / active EE | $6,343 | $4,636+36.8% | $4,154+52.7% | $4,156+52.6% |
| Participant deferral / active EE | $9,707 | $6,166+57.4% | $5,453+78.0% | $6,407+51.5% |
| Admin fee / account holder | $2,573 | $16,471-84.4% | $14,116-81.8% | $12,270-79.0% |