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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 | $828,096 | $201,344+311.3% | $184,243+349.5% | $145,877+467.7% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 24.99% | 29.01%-4.0pp | 28.82%-3.8pp | 551.28%-526.3pp |
| Employer contribution / active EE | $33,806 | $7,022+381.4% | $6,427+426.0% | $4,663+625.0% |
| Participant deferral / active EE | $16,967 | $9,807+73.0% | $9,132+85.8% | $6,691+153.6% |
| Admin fee / account holder | $10,682 | $16,382-34.8% | $13,914-23.2% | $13,402-20.3% |