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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 | $790,155 | $129,737+509.0% | $119,126+563.3% | $154,746+410.6% |
| Participation rate | 100.0% | 78.9%+21.1pp | 75.8%+24.2pp | 80.7%+19.3pp |
| Annual return | 20.35% | 379.08%-358.7pp | 282.11%-261.8pp | 172.34%-152.0pp |
| Employer contribution / active EE | $19,621 | $4,375+348.5% | $4,034+386.4% | $4,379+348.1% |
| Participant deferral / active EE | $19,302 | $5,842+230.4% | $5,318+263.0% | $6,730+186.8% |
| Admin fee / account holder | $1,004 | $11,961-91.6% | $10,693-90.6% | $14,365-93.0% |