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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 | $661,680 | $162,136+308.1% | $152,301+334.5% | $154,746+327.6% |
| Participation rate | 100.0% | 84.1%+15.9pp | 82.4%+17.6pp | 80.7%+19.3pp |
| Annual return | 15.87% | 91.02%-75.1pp | 80.50%-64.6pp | 172.34%-156.5pp |
| Employer contribution / active EE | $16,118 | $4,890+229.6% | $4,624+248.5% | $4,379+268.1% |
| Participant deferral / active EE | $11,938 | $8,341+43.1% | $8,004+49.1% | $6,730+77.4% |
| Admin fee / account holder | $13,918 | $15,759-11.7% | $14,398-3.3% | $14,365-3.1% |