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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 | $477,217 | $166,131+187.3% | $164,975+189.3% | $145,877+227.1% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 9.72% | 100.37%-90.7pp | 70.12%-60.4pp | 551.28%-541.6pp |
| Employer contribution / active EE | $13,812 | $5,276+161.8% | $4,343+218.1% | $4,663+196.2% |
| Participant deferral / active EE | $15,433 | $6,962+121.7% | $6,033+155.8% | $6,691+130.7% |
| Admin fee / account holder | $2,833 | $16,648-83.0% | $12,688-77.7% | $13,402-78.9% |