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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 | $134,817+347.1% | $123,973+386.2% | $155,188+288.4% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.7%+23.3pp | 80.8%+19.2pp |
| Annual return | 16.27% | 515.49%-499.2pp | 388.13%-371.9pp | 148.84%-132.6pp |
| Employer contribution / active EE | $12,344 | $4,425+178.9% | $4,126+199.2% | $4,248+190.6% |
| Participant deferral / active EE | $18,905 | $5,706+231.3% | $5,247+260.3% | $6,531+189.5% |
| Admin fee / account holder | $3,667 | $13,245-72.3% | $11,799-68.9% | $14,480-74.7% |