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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 | $459,588 | $135,956+238.0% | $123,894+271.0% | $273,972+67.8% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 9.43% | 56.63%-47.2pp | 47.52%-38.1pp | 41.46%-32.0pp |
| Employer contribution / active EE | $19,587 | $5,170+278.9% | $4,617+324.3% | $4,869+302.3% |
| Participant deferral / active EE | $12,792 | $6,343+101.7% | $5,984+113.8% | $5,287+141.9% |
| Admin fee / account holder | $541 | $9,817-94.5% | $8,357-93.5% | $10,133-94.7% |