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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 | $659,497 | $134,817+389.2% | $123,973+432.0% | $155,188+325.0% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.7%+23.3pp | 80.8%+19.2pp |
| Annual return | 14.11% | 515.49%-501.4pp | 388.13%-374.0pp | 148.84%-134.7pp |
| Employer contribution / active EE | $6,141 | $4,425+38.8% | $4,126+48.9% | $4,248+44.6% |
| Participant deferral / active EE | $17,384 | $5,706+204.6% | $5,247+231.3% | $6,531+166.2% |
| Admin fee / account holder | $755 | $13,245-94.3% | $11,799-93.6% | $14,480-94.8% |