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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 | $830,317 | $175,231+373.8% | $149,696+454.7% | $139,466+495.4% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 15.65% | 166.77%-151.1pp | 134.46%-118.8pp | 373.66%-358.0pp |
| Employer contribution / active EE | $4,336 | $5,478-20.8% | $4,821-10.0% | $4,754-8.8% |
| Participant deferral / active EE | $10,907 | $6,521+67.2% | $5,682+92.0% | $6,712+62.5% |
| Admin fee / account holder | $25,368 | $16,155+57.0% | $13,212+92.0% | $11,409+122.4% |