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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 | $677,353 | $154,228+339.2% | $145,433+365.7% | $137,256+393.5% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 15.89% | 74.59%-58.7pp | 66.58%-50.7pp | 220.34%-204.4pp |
| Employer contribution / active EE | $33,474 | $4,804+596.8% | $4,554+635.0% | $4,156+705.4% |
| Participant deferral / active EE | $17,447 | $8,216+112.3% | $7,897+120.9% | $6,407+172.3% |
| Admin fee / account holder | $1,739 | $14,344-87.9% | $13,129-86.8% | $12,270-85.8% |