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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 | $602,750 | $114,119+428.2% | $107,187+462.3% | $138,895+334.0% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 79.9%+20.1pp |
| Annual return | 16.27% | 273.21%-256.9pp | 204.55%-188.3pp | 145.39%-129.1pp |
| Employer contribution / active EE | $12,344 | $4,059+204.1% | $3,782+226.4% | $4,194+194.3% |
| Participant deferral / active EE | $18,905 | $5,538+241.4% | $5,096+271.0% | $6,396+195.6% |
| Admin fee / account holder | $3,667 | $10,024-63.4% | $9,162-60.0% | $12,562-70.8% |