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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 | $959,481 | $154,209+522.2% | $130,062+637.7% | $139,487+587.9% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.5%+21.5pp | 80.3%+19.7pp |
| Annual return | 17.79% | 32.52%-14.7pp | -137.37%+155.2pp | 373.84%-356.1pp |
| Employer contribution / active EE | $11,411 | $5,292+115.6% | $4,322+164.0% | $4,755+140.0% |
| Participant deferral / active EE | $13,483 | $6,709+101.0% | $5,821+131.6% | $6,713+100.9% |
| Admin fee / account holder | $20,097 | $13,988+43.7% | $10,601+89.6% | $11,407+76.2% |