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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 | $559,248 | $254,759+119.5% | $216,567+158.2% | $198,609+181.6% |
| Participation rate | 100.0% | 84.5%+15.5pp | 81.6%+18.4pp | 82.4%+17.6pp |
| Annual return | 16.49% | 10.04%+6.4pp | 12.94%+3.5pp | 202.70%-186.2pp |
| Employer contribution / active EE | $29,631 | $6,096+386.0% | $5,216+468.1% | $5,055+486.1% |
| Participant deferral / active EE | $16,207 | $6,948+133.3% | $6,191+161.8% | $6,977+132.3% |
| Admin fee / account holder | $2,986 | $26,311-88.7% | $21,981-86.4% | $19,030-84.3% |