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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 | $539,594 | $239,571+125.2% | $183,328+194.3% | $137,256+293.1% |
| Participation rate | 100.0% | 82.4%+17.6pp | 77.3%+22.7pp | 80.0%+20.0pp |
| Annual return | 15.91% | 35.69%-19.8pp | 29.67%-13.8pp | 220.34%-204.4pp |
| Employer contribution / active EE | $26,000 | $6,148+322.9% | $5,055+414.3% | $4,156+525.6% |
| Participant deferral / active EE | $0 | $7,995-100.0% | $6,795-100.0% | $6,407-100.0% |
| Admin fee / account holder | $3,787 | $30,059-87.4% | $21,427-82.3% | $12,270-69.1% |