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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 | $518,616 | $154,228+236.3% | $145,433+256.6% | $137,256+277.8% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 17.13% | 74.59%-57.5pp | 66.58%-49.5pp | 220.34%-203.2pp |
| Employer contribution / active EE | $9,182 | $4,804+91.1% | $4,554+101.6% | $4,156+120.9% |
| Participant deferral / active EE | $8,523 | $8,216+3.7% | $7,897+7.9% | $6,407+33.0% |
| Admin fee / account holder | $1,564 | $14,344-89.1% | $13,129-88.1% | $12,270-87.3% |