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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 | $679,881 | $213,785+218.0% | $185,441+266.6% | $155,188+338.1% |
| Participation rate | 100.0% | 83.2%+16.8pp | 80.3%+19.7pp | 80.8%+19.2pp |
| Annual return | 22.90% | 19.97%+2.9pp | 20.16%+2.7pp | 148.84%-125.9pp |
| Employer contribution / active EE | $20,017 | $5,393+271.2% | $4,672+328.4% | $4,248+371.2% |
| Participant deferral / active EE | $27,250 | $6,864+297.0% | $6,152+343.0% | $6,531+317.2% |
| Admin fee / account holder | $5,217 | $21,134-75.3% | $17,890-70.8% | $14,480-64.0% |