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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 | $594,937 | $185,312+221.0% | $161,489+268.4% | $154,746+284.5% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.7%+21.3pp | 80.7%+19.3pp |
| Annual return | 23.58% | 103.84%-80.3pp | 89.72%-66.1pp | 172.34%-148.8pp |
| Employer contribution / active EE | $23,250 | $4,769+387.5% | $4,268+444.7% | $4,379+430.9% |
| Participant deferral / active EE | $25,375 | $6,350+299.6% | $5,630+350.7% | $6,730+277.0% |
| Admin fee / account holder | $13,959 | $18,654-25.2% | $16,006-12.8% | $14,365-2.8% |