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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 | $881,895 | $180,459+388.7% | $154,108+472.3% | $135,380+551.4% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | 3.54% | 888.21%-884.7pp | 735.21%-731.7pp | 519.81%-516.3pp |
| Employer contribution / active EE | $9,894 | $6,035+63.9% | $5,298+86.8% | $4,779+107.0% |
| Participant deferral / active EE | $6,955 | $5,806+19.8% | $5,081+36.9% | $5,609+24.0% |
| Admin fee / account holder | $2,134 | $16,145-86.8% | $13,411-84.1% | $10,828-80.3% |