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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 | $889,809 | $199,109+346.9% | $173,730+412.2% | $154,746+475.0% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.6%+20.4pp | 80.7%+19.3pp |
| Annual return | 14.53% | 20.02%-5.5pp | 19.96%-5.4pp | 172.34%-157.8pp |
| Employer contribution / active EE | $22,023 | $5,311+314.6% | $4,577+381.1% | $4,379+402.9% |
| Participant deferral / active EE | $18,046 | $7,113+153.7% | $6,326+185.2% | $6,730+168.1% |
| Admin fee / account holder | $3,846 | $20,916-81.6% | $17,523-78.1% | $14,365-73.2% |