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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 | $945,345 | $223,823+322.4% | $211,142+347.7% | $154,746+510.9% |
| Participation rate | 100.0% | 87.9%+12.1pp | 87.3%+12.7pp | 80.7%+19.3pp |
| Annual return | 11.65% | 50.39%-38.7pp | 46.84%-35.2pp | 172.34%-160.7pp |
| Employer contribution / active EE | $9,563 | $6,787+40.9% | $6,442+48.4% | $4,379+118.4% |
| Participant deferral / active EE | $6,125 | $9,750-37.2% | $9,284-34.0% | $6,730-9.0% |
| Admin fee / account holder | $5,179 | $19,707-73.7% | $19,076-72.8% | $14,365-63.9% |