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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 | $522,242 | $209,336+149.5% | $197,124+164.9% | $137,256+280.5% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | 18.29% | 48.09%-29.8pp | 44.34%-26.1pp | 220.34%-202.1pp |
| Employer contribution / active EE | $20,911 | $6,591+217.3% | $6,227+235.8% | $4,156+403.2% |
| Participant deferral / active EE | $25,134 | $9,614+161.4% | $9,135+175.1% | $6,407+292.3% |
| Admin fee / account holder | $44,333 | $17,308+156.1% | $16,298+172.0% | $12,270+261.3% |