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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 | $608,874 | $199,109+205.8% | $173,730+250.5% | $154,746+293.5% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.6%+20.4pp | 80.7%+19.3pp |
| Annual return | 16.69% | 20.02%-3.3pp | 19.96%-3.3pp | 172.34%-155.6pp |
| Employer contribution / active EE | $25,341 | $5,311+377.1% | $4,577+453.6% | $4,379+478.7% |
| Participant deferral / active EE | $10,255 | $7,113+44.2% | $6,326+62.1% | $6,730+52.4% |
| Admin fee / account holder | $2,330 | $20,916-88.9% | $17,523-86.7% | $14,365-83.8% |