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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 | $923,440 | $162,136+469.5% | $152,301+506.3% | $154,746+496.7% |
| Participation rate | 100.0% | 84.1%+15.9pp | 82.4%+17.6pp | 80.7%+19.3pp |
| Annual return | 17.26% | 91.02%-73.8pp | 80.50%-63.2pp | 172.34%-155.1pp |
| Employer contribution / active EE | $16,937 | $4,890+246.3% | $4,624+266.2% | $4,379+286.8% |
| Participant deferral / active EE | $27,625 | $8,341+231.2% | $8,004+245.1% | $6,730+310.5% |
| Admin fee / account holder | $8,051 | $15,759-48.9% | $14,398-44.1% | $14,365-44.0% |