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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 | $510,805 | $211,288+141.8% | $178,540+186.1% | $145,884+250.1% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 12.27% | 30.27%-18.0pp | 27.15%-14.9pp | 551.85%-539.6pp |
| Employer contribution / active EE | $26,439 | $4,574+478.1% | $3,953+568.9% | $4,662+467.1% |
| Participant deferral / active EE | $21,000 | $6,967+201.4% | $6,281+234.4% | $6,690+213.9% |
| Admin fee / account holder | $30,539 | $12,105+152.3% | $10,424+193.0% | $13,392+128.0% |