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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 | $921,977 | $107,666+756.3% | $102,184+802.3% | $154,746+495.8% |
| Participation rate | 100.0% | 83.7%+16.3pp | 82.6%+17.4pp | 80.7%+19.3pp |
| Annual return | 13.36% | 29.33%-16.0pp | 31.58%-18.2pp | 172.34%-159.0pp |
| Employer contribution / active EE | $21,760 | $3,846+465.7% | $3,594+505.5% | $4,379+396.9% |
| Participant deferral / active EE | $14,034 | $8,719+61.0% | $8,309+68.9% | $6,730+108.5% |
| Admin fee / account holder | $19,671 | $12,943+52.0% | $11,609+69.5% | $14,365+36.9% |