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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 | $733,452 | $176,105+316.5% | $159,474+359.9% | $167,536+337.8% |
| Participation rate | 100.0% | 85.0%+15.0pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 16.18% | 331.91%-315.7pp | 263.68%-247.5pp | 478.82%-462.6pp |
| Employer contribution / active EE | $11,076 | $5,299+109.0% | $4,831+129.3% | $4,839+128.9% |
| Participant deferral / active EE | $17,292 | $7,751+123.1% | $7,353+135.2% | $6,342+172.6% |
| Admin fee / account holder | $12,007 | $12,559-4.4% | $10,802+11.1% | $12,315-2.5% |