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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 | $907,942 | $129,737+599.8% | $119,126+662.2% | $154,746+486.7% |
| Participation rate | 100.0% | 78.9%+21.1pp | 75.8%+24.2pp | 80.7%+19.3pp |
| Annual return | 14.92% | 379.08%-364.2pp | 282.11%-267.2pp | 172.34%-157.4pp |
| Employer contribution / active EE | $18,805 | $4,375+329.8% | $4,034+366.2% | $4,379+329.4% |
| Participant deferral / active EE | $19,731 | $5,842+237.7% | $5,318+271.0% | $6,730+193.2% |
| Admin fee / account holder | $593 | $11,961-95.0% | $10,693-94.5% | $14,365-95.9% |