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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 | $949,536 | $201,344+371.6% | $184,243+415.4% | $145,877+550.9% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 20.97% | 29.01%-8.0pp | 28.82%-7.8pp | 551.28%-530.3pp |
| Employer contribution / active EE | $8,800 | $7,022+25.3% | $6,427+36.9% | $4,663+88.7% |
| Participant deferral / active EE | $6,177 | $9,807-37.0% | $9,132-32.4% | $6,691-7.7% |
| Admin fee / account holder | $49,155 | $16,382+200.1% | $13,914+253.3% | $13,402+266.8% |