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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 | $721,272 | $102,245+605.4% | $89,340+707.3% | $137,256+425.5% |
| Participation rate | 100.0% | 74.9%+25.1pp | 69.6%+30.4pp | 80.0%+20.0pp |
| Annual return | 16.53% | 21.89%-5.4pp | 20.57%-4.0pp | 220.34%-203.8pp |
| Employer contribution / active EE | $18,208 | $2,529+619.9% | $2,231+716.0% | $4,156+338.1% |
| Participant deferral / active EE | $10,303 | $4,436+132.2% | $3,823+169.5% | $6,407+60.8% |
| Admin fee / account holder | $10,052 | $8,085+24.3% | $6,704+49.9% | $12,270-18.1% |