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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 | $840,093 | $162,136+418.1% | $152,301+451.6% | $154,746+442.9% |
| Participation rate | 100.0% | 84.1%+15.9pp | 82.4%+17.6pp | 80.7%+19.3pp |
| Annual return | 14.83% | 91.02%-76.2pp | 80.50%-65.7pp | 172.34%-157.5pp |
| Employer contribution / active EE | $15,955 | $4,890+226.3% | $4,624+245.0% | $4,379+264.4% |
| Participant deferral / active EE | $21,408 | $8,341+156.7% | $8,004+167.5% | $6,730+218.1% |
| Admin fee / account holder | $17,298 | $15,759+9.8% | $14,398+20.1% | $14,365+20.4% |