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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 | $704,372 | $165,399+325.9% | $149,745+370.4% | $158,982+343.1% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 11.16% | 348.34%-337.2pp | 276.72%-265.6pp | 302.99%-291.8pp |
| Employer contribution / active EE | $8,699 | $5,105+70.4% | $4,646+87.2% | $4,763+82.6% |
| Participant deferral / active EE | $8,193 | $7,183+14.1% | $6,843+19.7% | $5,983+36.9% |
| Admin fee / account holder | $47,161 | $10,811+336.2% | $9,312+406.5% | $11,252+319.2% |