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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 | $467,413 | $185,312+152.2% | $161,489+189.4% | $154,746+202.1% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.7%+21.3pp | 80.7%+19.3pp |
| Annual return | 19.91% | 103.84%-83.9pp | 89.72%-69.8pp | 172.34%-152.4pp |
| Employer contribution / active EE | $14,555 | $4,769+205.2% | $4,268+241.0% | $4,379+232.4% |
| Participant deferral / active EE | $11,758 | $6,350+85.2% | $5,630+108.8% | $6,730+74.7% |
| Admin fee / account holder | $2,333 | $18,654-87.5% | $16,006-85.4% | $14,365-83.8% |