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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 | $820,290 | $201,264+307.6% | $184,185+345.4% | $145,978+461.9% |
| Participation rate | 95.0% | 87.5%+7.5pp | 86.8%+8.2pp | 80.3%+14.7pp |
| Annual return | 17.88% | 29.00%-11.1pp | 28.81%-10.9pp | 550.52%-532.6pp |
| Employer contribution / active EE | $24,375 | $7,021+247.2% | $6,426+279.3% | $4,662+422.9% |
| Participant deferral / active EE | $28,625 | $9,806+191.9% | $9,132+213.5% | $6,690+327.9% |
| Admin fee / account holder | $28,867 | $16,376+76.3% | $13,909+107.5% | $13,400+115.4% |