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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 | $824,306 | $117,895+599.2% | $102,460+704.5% | $145,897+465.0% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 13.82% | 31.92%-18.1pp | 29.47%-15.6pp | 552.29%-538.5pp |
| Employer contribution / active EE | $4,888 | $3,619+35.1% | $3,025+61.6% | $4,663+4.8% |
| Participant deferral / active EE | $9,376 | $5,736+63.4% | $5,056+85.4% | $6,689+40.2% |
| Admin fee / account holder | $20,321 | $13,353+52.2% | $9,460+114.8% | $13,390+51.8% |