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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 | $743,941 | $181,896+309.0% | $156,551+375.2% | $273,972+171.5% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 9.80% | 30.74%-20.9pp | 32.23%-22.4pp | 41.46%-31.7pp |
| Employer contribution / active EE | $32,276 | $6,248+416.6% | $5,501+486.7% | $4,869+562.9% |
| Participant deferral / active EE | $15,000 | $5,550+170.3% | $4,871+207.9% | $5,287+183.7% |
| Admin fee / account holder | $53,027 | $15,560+240.8% | $13,028+307.0% | $10,133+423.3% |