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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 | $632,049 | $154,228+309.8% | $145,433+334.6% | $137,256+360.5% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 16.22% | 74.59%-58.4pp | 66.58%-50.4pp | 220.34%-204.1pp |
| Employer contribution / active EE | $40,778 | $4,804+748.8% | $4,554+795.3% | $4,156+881.2% |
| Participant deferral / active EE | $11,383 | $8,216+38.5% | $7,897+44.1% | $6,407+77.7% |
| Admin fee / account holder | $31,294 | $14,344+118.2% | $13,129+138.4% | $12,270+155.0% |