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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 | $660,204 | $175,231+276.8% | $149,696+341.0% | $139,466+373.4% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 12.25% | 166.77%-154.5pp | 134.46%-122.2pp | 373.66%-361.4pp |
| Employer contribution / active EE | $20,061 | $5,478+266.2% | $4,821+316.1% | $4,754+322.0% |
| Participant deferral / active EE | $7,931 | $6,521+21.6% | $5,682+39.6% | $6,712+18.2% |
| Admin fee / account holder | $24,756 | $16,155+53.2% | $13,212+87.4% | $11,409+117.0% |