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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 | $645,764 | $201,264+220.9% | $184,185+250.6% | $145,978+342.4% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 14.07% | 29.00%-14.9pp | 28.81%-14.7pp | 550.52%-536.4pp |
| Employer contribution / active EE | $22,510 | $7,021+220.6% | $6,426+250.3% | $4,662+382.9% |
| Participant deferral / active EE | $26,083 | $9,806+166.0% | $9,132+185.6% | $6,690+289.9% |
| Admin fee / account holder | $124,421 | $16,376+659.8% | $13,909+794.5% | $13,400+828.5% |