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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 | $642,721 | $201,372+219.2% | $184,260+248.8% | $145,884+340.6% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 19.25% | 29.04%-9.8pp | 28.84%-9.6pp | 551.85%-532.6pp |
| Employer contribution / active EE | $20,468 | $7,024+191.4% | $6,427+218.4% | $4,662+339.0% |
| Participant deferral / active EE | $20,916 | $9,808+113.3% | $9,133+129.0% | $6,690+212.7% |
| Admin fee / account holder | $4,823 | $16,362-70.5% | $13,898-65.3% | $13,392-64.0% |