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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 | $914,960 | $201,344+354.4% | $184,243+396.6% | $145,877+527.2% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 14.56% | 29.01%-14.4pp | 28.82%-14.3pp | 551.28%-536.7pp |
| Employer contribution / active EE | $22,296 | $7,022+217.5% | $6,427+246.9% | $4,663+378.2% |
| Participant deferral / active EE | $24,878 | $9,807+153.7% | $9,132+172.4% | $6,691+271.8% |
| Admin fee / account holder | $55,880 | $16,382+241.1% | $13,914+301.6% | $13,402+316.9% |