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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 | $514,065 | $154,228+233.3% | $145,433+253.5% | $137,256+274.5% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 15.36% | 74.59%-59.2pp | 66.58%-51.2pp | 220.34%-205.0pp |
| Employer contribution / active EE | $21,868 | $4,804+355.2% | $4,554+380.1% | $4,156+426.2% |
| Participant deferral / active EE | $22,261 | $8,216+170.9% | $7,897+181.9% | $6,407+247.5% |
| Admin fee / account holder | $2,334 | $14,344-83.7% | $13,129-82.2% | $12,270-81.0% |