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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 | $705,578 | $148,623+374.7% | $135,974+418.9% | $139,466+405.9% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 13.95% | 79.30%-65.4pp | 68.30%-54.4pp | 373.66%-359.7pp |
| Employer contribution / active EE | $6,443 | $5,246+22.8% | $4,859+32.6% | $4,754+35.5% |
| Participant deferral / active EE | $26,587 | $8,103+228.1% | $7,760+242.6% | $6,712+296.1% |
| Admin fee / account holder | $509 | $12,406-95.9% | $10,767-95.3% | $11,409-95.5% |