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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 | $824,011 | $162,136+408.2% | $152,301+441.0% | $154,746+432.5% |
| Participation rate | 100.0% | 84.1%+15.9pp | 82.4%+17.6pp | 80.7%+19.3pp |
| Annual return | 14.27% | 91.02%-76.7pp | 80.50%-66.2pp | 172.34%-158.1pp |
| Employer contribution / active EE | $26,232 | $4,890+436.4% | $4,624+467.2% | $4,379+499.0% |
| Participant deferral / active EE | $21,120 | $8,341+153.2% | $8,004+163.9% | $6,730+213.8% |
| Admin fee / account holder | $1,827 | $15,759-88.4% | $14,398-87.3% | $14,365-87.3% |