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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 | $352,308 | $155,555+126.5% | $146,866+139.9% | $155,188+127.0% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.5%+17.5pp | 80.8%+19.2pp |
| Annual return | 17.50% | 115.41%-97.9pp | 102.85%-85.4pp | 148.84%-131.3pp |
| Employer contribution / active EE | $17,089 | $4,647+267.8% | $4,425+286.2% | $4,248+302.3% |
| Participant deferral / active EE | $10,239 | $8,044+27.3% | $7,759+32.0% | $6,531+56.8% |
| Admin fee / account holder | $19,436 | $14,755+31.7% | $13,620+42.7% | $14,480+34.2% |