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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 | $743,787 | $196,972+277.6% | $182,262+308.1% | $198,609+274.5% |
| Participation rate | 100.0% | 85.7%+14.3pp | 84.2%+15.8pp | 82.4%+17.6pp |
| Annual return | 16.16% | 158.27%-142.1pp | 140.60%-124.4pp | 202.70%-186.5pp |
| Employer contribution / active EE | $33,798 | $5,364+530.1% | $5,046+569.8% | $5,055+568.5% |
| Participant deferral / active EE | $29,625 | $8,643+242.8% | $8,276+257.9% | $6,977+324.6% |
| Admin fee / account holder | $21,664 | $18,429+17.6% | $16,712+29.6% | $19,030+13.8% |