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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 | $901,029 | $196,972+357.4% | $182,262+394.4% | $198,609+353.7% |
| Participation rate | 100.0% | 85.7%+14.3pp | 84.2%+15.8pp | 82.4%+17.6pp |
| Annual return | 22.40% | 158.27%-135.9pp | 140.60%-118.2pp | 202.70%-180.3pp |
| Employer contribution / active EE | $46,500 | $5,364+767.0% | $5,046+821.6% | $5,055+819.8% |
| Participant deferral / active EE | $30,250 | $8,643+250.0% | $8,276+265.5% | $6,977+333.6% |
| Admin fee / account holder | $2,746 | $18,429-85.1% | $16,712-83.6% | $19,030-85.6% |