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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 | $557,090 | $183,627+203.4% | $155,602+258.0% | $145,978+281.6% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 17.26% | 61.32%-44.1pp | 64.81%-47.6pp | 550.52%-533.3pp |
| Employer contribution / active EE | $6,531 | $5,316+22.9% | $4,675+39.7% | $4,662+40.1% |
| Participant deferral / active EE | $18,402 | $6,466+184.6% | $5,629+226.9% | $6,690+175.1% |
| Admin fee / account holder | $10,752 | $19,327-44.4% | $15,923-32.5% | $13,400-19.8% |