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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 | $609,054 | $162,136+275.6% | $152,301+299.9% | $154,746+293.6% |
| Participation rate | 100.0% | 84.1%+15.9pp | 82.4%+17.6pp | 80.7%+19.3pp |
| Annual return | 18.10% | 91.02%-72.9pp | 80.50%-62.4pp | 172.34%-154.2pp |
| Employer contribution / active EE | $14,115 | $4,890+188.6% | $4,624+205.2% | $4,379+222.3% |
| Participant deferral / active EE | $17,422 | $8,341+108.9% | $8,004+117.7% | $6,730+158.9% |
| Admin fee / account holder | $2,625 | $15,759-83.3% | $14,398-81.8% | $14,365-81.7% |