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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 | $718,936 | $196,972+265.0% | $182,262+294.5% | $198,609+262.0% |
| Participation rate | 100.0% | 85.7%+14.3pp | 84.2%+15.8pp | 82.4%+17.6pp |
| Annual return | 20.82% | 158.27%-137.5pp | 140.60%-119.8pp | 202.70%-181.9pp |
| Employer contribution / active EE | $2,880 | $5,364-46.3% | $5,046-42.9% | $5,055-43.0% |
| Participant deferral / active EE | $32,735 | $8,643+278.8% | $8,276+295.5% | $6,977+369.2% |
| Admin fee / account holder | $2,032 | $18,429-89.0% | $16,712-87.8% | $19,030-89.3% |