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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 | $800,622 | $197,625+305.1% | $177,840+350.2% | $158,966+403.6% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 26.27% | 58.76%-32.5pp | 48.32%-22.1pp | 302.95%-276.7pp |
| Employer contribution / active EE | $15,544 | $6,698+132.1% | $5,919+162.6% | $4,762+226.4% |
| Participant deferral / active EE | $19,547 | $8,405+132.6% | $7,714+153.4% | $5,983+226.7% |
| Admin fee / account holder | $22,295 | $15,405+44.7% | $12,431+79.4% | $11,250+98.2% |