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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 | $470,297 | $171,272+174.6% | $127,803+268.0% | $152,909+207.6% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.0%+21.0pp | 82.5%+17.5pp |
| Annual return | 20.09% | 23.54%-3.4pp | 26.14%-6.1pp | 345.46%-325.4pp |
| Employer contribution / active EE | $8,437 | $5,451+54.8% | $4,576+84.4% | $4,764+77.1% |
| Participant deferral / active EE | $7,760 | $7,043+10.2% | $6,023+28.8% | $5,851+32.6% |
| Admin fee / account holder | $36,226 | $14,540+149.2% | $9,399+285.4% | $11,601+212.3% |