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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 | $723,107 | $121,701+494.2% | $104,639+591.0% | $158,982+354.8% |
| Participation rate | 100.0% | 77.5%+22.5pp | 74.1%+25.9pp | 82.0%+18.0pp |
| Annual return | 9.09% | 465.72%-456.6pp | 340.67%-331.6pp | 302.99%-293.9pp |
| Employer contribution / active EE | $16,863 | $3,165+432.7% | $2,682+528.8% | $4,763+254.1% |
| Participant deferral / active EE | $13,642 | $4,176+226.7% | $3,738+265.0% | $5,983+128.0% |
| Admin fee / account holder | $7,590 | $7,778-2.4% | $6,465+17.4% | $11,252-32.5% |