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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 | $716,794 | $165,399+333.4% | $149,745+378.7% | $158,982+350.9% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 15.02% | 348.34%-333.3pp | 276.72%-261.7pp | 302.99%-288.0pp |
| Employer contribution / active EE | $10,747 | $5,105+110.5% | $4,646+131.3% | $4,763+125.6% |
| Participant deferral / active EE | $9,283 | $7,183+29.2% | $6,843+35.6% | $5,983+55.1% |
| Admin fee / account holder | $3,389 | $10,811-68.7% | $9,312-63.6% | $11,252-69.9% |