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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 | $717,683 | $156,398+358.9% | $147,318+387.2% | $138,895+416.7% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 38.17% | 78.75%-40.6pp | 70.43%-32.3pp | 145.39%-107.2pp |
| Employer contribution / active EE | $7,876 | $4,853+62.3% | $4,593+71.5% | $4,194+87.8% |
| Participant deferral / active EE | $16,246 | $8,237+97.2% | $7,906+105.5% | $6,396+154.0% |
| Admin fee / account holder | $81,166 | $14,976+442.0% | $13,708+492.1% | $12,562+546.1% |