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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 | $569,230 | $217,432+161.8% | $185,849+206.3% | $167,536+239.8% |
| Participation rate | 100.0% | 86.1%+13.9pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 15.14% | 148.42%-133.3pp | 122.10%-107.0pp | 478.82%-463.7pp |
| Employer contribution / active EE | $1,866 | $5,875-68.2% | $5,169-63.9% | $4,839-61.4% |
| Participant deferral / active EE | $6,500 | $6,357+2.2% | $5,569+16.7% | $6,342+2.5% |
| Admin fee / account holder | $8,688 | $19,818-56.2% | $16,244-46.5% | $12,315-29.4% |