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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 | $965,260 | $239,571+302.9% | $183,328+426.5% | $137,256+603.3% |
| Participation rate | 100.0% | 82.4%+17.6pp | 77.3%+22.7pp | 80.0%+20.0pp |
| Annual return | 12.72% | 35.69%-23.0pp | 29.67%-17.0pp | 220.34%-207.6pp |
| Employer contribution / active EE | $4,550 | $6,148-26.0% | $5,055-10.0% | $4,156+9.5% |
| Participant deferral / active EE | $63,752 | $7,995+697.4% | $6,795+838.2% | $6,407+895.1% |
| Admin fee / account holder | $7,128 | $30,059-76.3% | $21,427-66.7% | $12,270-41.9% |