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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 | $740,819 | $197,625+274.9% | $177,840+316.6% | $158,966+366.0% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 16.37% | 58.76%-42.4pp | 48.32%-32.0pp | 302.95%-286.6pp |
| Employer contribution / active EE | $24,679 | $6,698+268.4% | $5,919+317.0% | $4,762+418.2% |
| Participant deferral / active EE | $20,415 | $8,405+142.9% | $7,714+164.7% | $5,983+241.2% |
| Admin fee / account holder | $14,850 | $15,405-3.6% | $12,431+19.5% | $11,250+32.0% |