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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 | $632,522 | $176,105+259.2% | $159,474+296.6% | $167,536+277.5% |
| Participation rate | 100.0% | 85.0%+15.0pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 10.07% | 331.91%-321.8pp | 263.68%-253.6pp | 478.82%-468.7pp |
| Employer contribution / active EE | $9,307 | $5,299+75.6% | $4,831+92.7% | $4,839+92.3% |
| Participant deferral / active EE | $25,336 | $7,751+226.9% | $7,353+244.6% | $6,342+299.5% |
| Admin fee / account holder | $26,618 | $12,559+111.9% | $10,802+146.4% | $12,315+116.2% |