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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 | $875,516 | $201,344+334.8% | $184,243+375.2% | $145,877+500.2% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 13.08% | 29.01%-15.9pp | 28.82%-15.7pp | 551.28%-538.2pp |
| Employer contribution / active EE | $17,998 | $7,022+156.3% | $6,427+180.0% | $4,663+286.0% |
| Participant deferral / active EE | $24,863 | $9,807+153.5% | $9,132+172.2% | $6,691+271.6% |
| Admin fee / account holder | $1,575 | $16,382-90.4% | $13,914-88.7% | $13,402-88.2% |