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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 | $890,993 | $210,991+322.3% | $153,741+479.5% | $145,897+510.7% |
| Participation rate | 100.0% | 82.1%+17.9pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 16.17% | 13.46%+2.7pp | 15.71%+0.5pp | 552.29%-536.1pp |
| Employer contribution / active EE | $13,157 | $6,057+117.2% | $5,042+161.0% | $4,663+182.2% |
| Participant deferral / active EE | $15,000 | $7,979+88.0% | $6,757+122.0% | $6,689+124.2% |
| Admin fee / account holder | $5,740 | $19,490-70.6% | $12,749-55.0% | $13,390-57.1% |