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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 | $201,372+220.7% | $184,260+250.5% | $145,884+342.7% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 14.07% | 29.04%-15.0pp | 28.84%-14.8pp | 551.85%-537.8pp |
| Employer contribution / active EE | $22,510 | $7,024+220.5% | $6,427+250.2% | $4,662+382.8% |
| Participant deferral / active EE | $26,083 | $9,808+166.0% | $9,133+185.6% | $6,690+289.9% |
| Admin fee / account holder | $124,421 | $16,362+660.4% | $13,898+795.2% | $13,392+829.1% |