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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 | $542,838 | $223,823+142.5% | $211,142+157.1% | $154,746+250.8% |
| Participation rate | 100.0% | 87.9%+12.1pp | 87.3%+12.7pp | 80.7%+19.3pp |
| Annual return | 12.40% | 50.39%-38.0pp | 46.84%-34.4pp | 172.34%-159.9pp |
| Employer contribution / active EE | $15,199 | $6,787+123.9% | $6,442+135.9% | $4,379+247.1% |
| Participant deferral / active EE | $7,246 | $9,750-25.7% | $9,284-22.0% | $6,730+7.7% |
| Admin fee / account holder | $1,888 | $19,707-90.4% | $19,076-90.1% | $14,365-86.9% |