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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 | $954,642 | $178,174+435.8% | $156,181+511.2% | $137,256+595.5% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.8%+21.2pp | 80.0%+20.0pp |
| Annual return | 12.28% | 84.19%-71.9pp | 64.87%-52.6pp | 220.34%-208.1pp |
| Employer contribution / active EE | $6,524 | $4,972+31.2% | $4,294+51.9% | $4,156+57.0% |
| Participant deferral / active EE | $20,592 | $6,888+199.0% | $6,132+235.8% | $6,407+221.4% |
| Admin fee / account holder | $5,323 | $17,404-69.4% | $14,586-63.5% | $12,270-56.6% |