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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 | $612,110 | $185,312+230.3% | $161,489+279.0% | $154,746+295.6% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.7%+21.3pp | 80.7%+19.3pp |
| Annual return | 11.21% | 103.84%-92.6pp | 89.72%-78.5pp | 172.34%-161.1pp |
| Employer contribution / active EE | $13,395 | $4,769+180.9% | $4,268+213.8% | $4,379+205.9% |
| Participant deferral / active EE | $11,874 | $6,350+87.0% | $5,630+110.9% | $6,730+76.4% |
| Admin fee / account holder | $109,457 | $18,654+486.8% | $16,006+583.9% | $14,365+662.0% |