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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 | $662,437 | $217,427+204.7% | $185,837+256.5% | $167,518+295.4% |
| Participation rate | 100.0% | 86.0%+14.0pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 12.56% | 148.39%-135.8pp | 122.08%-109.5pp | 478.71%-466.1pp |
| Employer contribution / active EE | $1,615 | $5,874-72.5% | $5,168-68.8% | $4,838-66.6% |
| Participant deferral / active EE | $10,672 | $6,357+67.9% | $5,568+91.7% | $6,342+68.3% |
| Admin fee / account holder | $22,102 | $19,816+11.5% | $16,241+36.1% | $12,312+79.5% |