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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 | $492,285 | $201,259+144.6% | $184,200+167.3% | $145,959+237.3% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 12.20% | 28.98%-16.8pp | 28.80%-16.6pp | 561.95%-549.7pp |
| Employer contribution / active EE | $13,342 | $7,018+90.1% | $6,424+107.7% | $4,661+186.3% |
| Participant deferral / active EE | $24,250 | $9,806+147.3% | $9,132+165.5% | $6,689+262.6% |
| Admin fee / account holder | $561 | $16,372-96.6% | $13,907-96.0% | $13,398-95.8% |