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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 | $254,759+139.0% | $216,567+181.1% | $198,609+206.6% |
| Participation rate | 100.0% | 84.5%+15.5pp | 81.6%+18.4pp | 82.4%+17.6pp |
| Annual return | 16.69% | 10.04%+6.6pp | 12.94%+3.7pp | 202.70%-186.0pp |
| Employer contribution / active EE | $25,341 | $6,096+315.7% | $5,216+385.9% | $5,055+401.3% |
| Participant deferral / active EE | $10,255 | $6,948+47.6% | $6,191+65.7% | $6,977+47.0% |
| Admin fee / account holder | $2,330 | $26,311-91.1% | $21,981-89.4% | $19,030-87.8% |