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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 | $604,515 | $183,592+229.3% | $155,574+288.6% | $145,877+314.4% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 10.94% | 61.37%-50.4pp | 64.87%-53.9pp | 551.28%-540.3pp |
| Employer contribution / active EE | $9,300 | $5,317+74.9% | $4,676+98.9% | $4,663+99.4% |
| Participant deferral / active EE | $13,069 | $6,466+102.1% | $5,629+132.2% | $6,691+95.3% |
| Admin fee / account holder | $4,530 | $19,316-76.5% | $15,914-71.5% | $13,402-66.2% |