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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 | $496,398 | $124,346+299.2% | $111,308+346.0% | $167,536+196.3% |
| Participation rate | 100.0% | 79.6%+20.4pp | 77.3%+22.7pp | 82.1%+17.9pp |
| Annual return | 10.95% | 37.45%-26.5pp | 54.67%-43.7pp | 478.82%-467.9pp |
| Employer contribution / active EE | $19,013 | $3,437+453.1% | $2,732+596.0% | $4,839+292.9% |
| Participant deferral / active EE | $10,920 | $5,182+110.7% | $4,487+143.3% | $6,342+72.2% |
| Admin fee / account holder | $8,024 | $10,621-24.5% | $7,965+0.7% | $12,315-34.8% |