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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 | $212,386+186.9% | $199,883+204.8% | $138,895+338.7% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.8%+13.2pp | 79.9%+20.1pp |
| Annual return | 12.88% | 47.75%-34.9pp | 43.81%-30.9pp | 145.39%-132.5pp |
| Employer contribution / active EE | $11,699 | $6,625+76.6% | $6,261+86.8% | $4,194+178.9% |
| Participant deferral / active EE | $24,727 | $9,617+157.1% | $9,138+170.6% | $6,396+286.6% |
| Admin fee / account holder | $51,251 | $18,233+181.1% | $17,268+196.8% | $12,562+308.0% |