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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 | $475,232 | $210,698+125.6% | $178,014+167.0% | $145,959+225.6% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 9.89% | 386.27%-376.4pp | 294.80%-284.9pp | 561.95%-552.1pp |
| Employer contribution / active EE | $15,369 | $4,567+236.5% | $3,950+289.1% | $4,661+229.8% |
| Participant deferral / active EE | $18,409 | $6,958+164.6% | $6,276+193.3% | $6,689+175.2% |
| Admin fee / account holder | $831 | $12,016-93.1% | $10,362-92.0% | $13,398-93.8% |