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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 | $588,856 | $175,231+236.0% | $149,696+293.4% | $139,466+322.2% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 14.27% | 166.77%-152.5pp | 134.46%-120.2pp | 373.66%-359.4pp |
| Employer contribution / active EE | $10,404 | $5,478+89.9% | $4,821+115.8% | $4,754+118.8% |
| Participant deferral / active EE | $10,380 | $6,521+59.2% | $5,682+82.7% | $6,712+54.7% |
| Admin fee / account holder | $4,448 | $16,155-72.5% | $13,212-66.3% | $11,409-61.0% |