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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 | $616,574 | $165,381+272.8% | $149,730+311.8% | $158,966+287.9% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 25.01% | 348.29%-323.3pp | 276.70%-251.7pp | 302.95%-277.9pp |
| Employer contribution / active EE | $6,385 | $5,104+25.1% | $4,645+37.5% | $4,762+34.1% |
| Participant deferral / active EE | $13,784 | $7,182+91.9% | $6,843+101.4% | $5,983+130.4% |
| Admin fee / account holder | $1,132 | $10,809-89.5% | $9,310-87.8% | $11,250-89.9% |