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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 | $606,729 | $124,425+387.6% | $112,040+441.5% | $137,256+342.0% |
| Participation rate | 100.0% | 79.3%+20.7pp | 76.5%+23.5pp | 80.0%+20.0pp |
| Annual return | 42.11% | 24.72%+17.4pp | 24.52%+17.6pp | 220.34%-178.2pp |
| Employer contribution / active EE | $55,996 | $3,411+1541.4% | $2,954+1795.6% | $4,156+1247.3% |
| Participant deferral / active EE | $32,074 | $5,718+460.9% | $5,098+529.2% | $6,407+400.6% |
| Admin fee / account holder | $85,096 | $15,207+459.6% | $12,098+603.4% | $12,270+593.5% |