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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 | $951,285 | $124,213+665.9% | $118,106+705.4% | $154,746+514.7% |
| Participation rate | 100.0% | 83.6%+16.4pp | 81.9%+18.1pp | 80.7%+19.3pp |
| Annual return | 17.07% | 18.29%-1.2pp | 19.44%-2.4pp | 172.34%-155.3pp |
| Employer contribution / active EE | $24,469 | $4,905+398.9% | $4,698+420.8% | $4,379+458.8% |
| Participant deferral / active EE | $17,500 | $6,859+155.1% | $6,619+164.4% | $6,730+160.0% |
| Admin fee / account holder | $6,940 | $9,627-27.9% | $8,973-22.7% | $14,365-51.7% |