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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 | $727,319 | $185,312+292.5% | $161,489+350.4% | $154,746+370.0% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.7%+21.3pp | 80.7%+19.3pp |
| Annual return | 16.07% | 103.84%-87.8pp | 89.72%-73.6pp | 172.34%-156.3pp |
| Employer contribution / active EE | $52,545 | $4,769+1001.8% | $4,268+1131.1% | $4,379+1099.9% |
| Participant deferral / active EE | $28,392 | $6,350+347.1% | $5,630+404.3% | $6,730+321.9% |
| Admin fee / account holder | $19,917 | $18,654+6.8% | $16,006+24.4% | $14,365+38.6% |