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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 | $555,014 | $154,228+259.9% | $145,433+281.6% | $137,256+304.4% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 18.26% | 74.59%-56.3pp | 66.58%-48.3pp | 220.34%-202.1pp |
| Employer contribution / active EE | $10,514 | $4,804+118.9% | $4,554+130.9% | $4,156+153.0% |
| Participant deferral / active EE | $14,163 | $8,216+72.4% | $7,897+79.3% | $6,407+121.1% |
| Admin fee / account holder | $4,979 | $14,344-65.3% | $13,129-62.1% | $12,270-59.4% |