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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 | $609,264 | $209,336+191.0% | $197,124+209.1% | $137,256+343.9% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | 12.88% | 48.09%-35.2pp | 44.34%-31.5pp | 220.34%-207.5pp |
| Employer contribution / active EE | $11,699 | $6,591+77.5% | $6,227+87.9% | $4,156+181.5% |
| Participant deferral / active EE | $24,727 | $9,614+157.2% | $9,135+170.7% | $6,407+285.9% |
| Admin fee / account holder | $51,251 | $17,308+196.1% | $16,298+214.5% | $12,270+317.7% |