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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 | $758,717 | $182,442+315.9% | $163,379+364.4% | $138,895+446.3% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.8%+23.2pp | 79.9%+20.1pp |
| Annual return | 15.48% | 72.74%-57.3pp | 63.41%-47.9pp | 145.39%-129.9pp |
| Employer contribution / active EE | $7,593 | $4,159+82.5% | $3,752+102.3% | $4,194+81.0% |
| Participant deferral / active EE | $22,549 | $6,817+230.8% | $6,282+259.0% | $6,396+252.5% |
| Admin fee / account holder | $36,506 | $10,396+251.2% | $9,818+271.8% | $12,562+190.6% |