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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 | $953,840 | $124,425+666.6% | $112,040+751.3% | $137,256+594.9% |
| Participation rate | 100.0% | 79.3%+20.7pp | 76.5%+23.5pp | 80.0%+20.0pp |
| Annual return | 15.27% | 24.72%-9.4pp | 24.52%-9.2pp | 220.34%-205.1pp |
| Employer contribution / active EE | $37,857 | $3,411+1009.7% | $2,954+1181.6% | $4,156+810.9% |
| Participant deferral / active EE | $5,470 | $5,718-4.4% | $5,098+7.3% | $6,407-14.6% |
| Admin fee / account holder | $16,628 | $15,207+9.3% | $12,098+37.4% | $12,270+35.5% |