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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 | $694,815 | $106,864+550.2% | $147,318+371.6% | $82,637+740.8% |
| Participation rate | 100.0% | 75.5%+24.5pp | 82.1%+17.9pp | 68.1%+31.9pp |
| Annual return | 18.97% | 27.49%-8.5pp | 70.43%-51.5pp | 53.51%-34.5pp |
| Employer contribution / active EE | $16,552 | $3,417+384.5% | $4,593+260.4% | $2,552+548.6% |
| Participant deferral / active EE | $14,309 | $6,496+120.3% | $7,906+81.0% | $4,126+246.8% |
| Admin fee / account holder | $63,150 | $8,415+650.5% | $13,708+360.7% | $7,339+760.5% |