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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 | $439,279 | $100,970+335.1% | $96,576+354.9% | $137,256+220.0% |
| Participation rate | 100.0% | 82.6%+17.4pp | 81.4%+18.6pp | 80.0%+20.0pp |
| Annual return | 17.67% | 38.16%-20.5pp | 38.47%-20.8pp | 220.34%-202.7pp |
| Employer contribution / active EE | $20,088 | $3,809+427.3% | $3,553+465.3% | $4,156+383.3% |
| Participant deferral / active EE | $9,442 | $8,286+13.9% | $7,956+18.7% | $6,407+47.4% |
| Admin fee / account holder | $6,895 | $11,312-39.1% | $11,381-39.4% | $12,270-43.8% |