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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 | $582,572 | $139,948+316.3% | $121,663+378.8% | $154,746+276.5% |
| Participation rate | 100.0% | 78.0%+22.0pp | 74.5%+25.5pp | 80.7%+19.3pp |
| Annual return | 12.64% | 230.52%-217.9pp | 147.54%-134.9pp | 172.34%-159.7pp |
| Employer contribution / active EE | $5,546 | $3,521+57.5% | $3,020+83.7% | $4,379+26.7% |
| Participant deferral / active EE | $5,546 | $5,629-1.5% | $4,887+13.5% | $6,730-17.6% |
| Admin fee / account holder | $58,972 | $17,321+240.5% | $14,289+312.7% | $14,365+310.5% |