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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 | $840,686 | $209,336+301.6% | $197,124+326.5% | $137,256+512.5% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | 15.17% | 48.09%-32.9pp | 44.34%-29.2pp | 220.34%-205.2pp |
| Employer contribution / active EE | $9,611 | $6,591+45.8% | $6,227+54.3% | $4,156+131.2% |
| Participant deferral / active EE | $16,068 | $9,614+67.1% | $9,135+75.9% | $6,407+150.8% |
| Admin fee / account holder | $35,828 | $17,308+107.0% | $16,298+119.8% | $12,270+192.0% |