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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 | $509,712 | $149,778+240.3% | $118,946+328.5% | $158,966+220.6% |
| Participation rate | 100.0% | 82.1%+17.9pp | 75.4%+24.6pp | 82.0%+18.0pp |
| Annual return | 25.05% | 19.95%+5.1pp | 35.89%-10.8pp | 302.95%-277.9pp |
| Employer contribution / active EE | $75,000 | $4,117+1721.8% | $3,263+2198.2% | $4,762+1474.8% |
| Participant deferral / active EE | $52,000 | $5,225+895.2% | $4,266+1119.0% | $5,983+769.1% |
| Admin fee / account holder | $426,509 | $8,604+4856.9% | $6,581+6381.0% | $11,250+3691.2% |