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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 | $678,548 | $201,259+237.2% | $184,200+268.4% | $145,959+364.9% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 10.90% | 28.98%-18.1pp | 28.80%-17.9pp | 561.95%-551.1pp |
| Employer contribution / active EE | $9,948 | $7,018+41.8% | $6,424+54.9% | $4,661+113.4% |
| Participant deferral / active EE | $7,523 | $9,806-23.3% | $9,132-17.6% | $6,689+12.5% |
| Admin fee / account holder | $24,471 | $16,372+49.5% | $13,907+76.0% | $13,398+82.6% |