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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 | $966,659 | $162,136+496.2% | $152,301+534.7% | $154,746+524.7% |
| Participation rate | 100.0% | 84.1%+15.9pp | 82.4%+17.6pp | 80.7%+19.3pp |
| Annual return | 13.52% | 91.02%-77.5pp | 80.50%-67.0pp | 172.34%-158.8pp |
| Employer contribution / active EE | $1,829 | $4,890-62.6% | $4,624-60.5% | $4,379-58.2% |
| Participant deferral / active EE | $15,733 | $8,341+88.6% | $8,004+96.6% | $6,730+133.8% |
| Admin fee / account holder | $21,396 | $15,759+35.8% | $14,398+48.6% | $14,365+48.9% |