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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 | $478,966 | $185,312+158.5% | $161,489+196.6% | $154,746+209.5% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.7%+21.3pp | 80.7%+19.3pp |
| Annual return | 10.42% | 103.84%-93.4pp | 89.72%-79.3pp | 172.34%-161.9pp |
| Employer contribution / active EE | $20,507 | $4,769+330.0% | $4,268+380.5% | $4,379+368.3% |
| Participant deferral / active EE | $23,465 | $6,350+269.5% | $5,630+316.8% | $6,730+248.6% |
| Admin fee / account holder | $1,176 | $18,654-93.7% | $16,006-92.7% | $14,365-91.8% |