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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 | $570,493 | $155,555+266.7% | $146,866+288.4% | $155,188+267.6% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.5%+17.5pp | 80.8%+19.2pp |
| Annual return | 65.83% | 115.41%-49.6pp | 102.85%-37.0pp | 148.84%-83.0pp |
| Employer contribution / active EE | $16,899 | $4,647+263.7% | $4,425+281.9% | $4,248+297.8% |
| Participant deferral / active EE | $23,640 | $8,044+193.9% | $7,759+204.7% | $6,531+262.0% |
| Admin fee / account holder | $497 | $14,755-96.6% | $13,620-96.4% | $14,480-96.6% |