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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 | $597,938 | $202,440+195.4% | $169,390+253.0% | $139,466+328.7% |
| Participation rate | 100.0% | 81.1%+18.9pp | 77.2%+22.8pp | 80.3%+19.7pp |
| Annual return | 14.28% | 532.36%-518.1pp | 406.07%-391.8pp | 373.66%-359.4pp |
| Employer contribution / active EE | $20,510 | $4,693+337.0% | $4,013+411.1% | $4,754+331.4% |
| Participant deferral / active EE | $18,745 | $6,940+170.1% | $6,222+201.3% | $6,712+179.3% |
| Admin fee / account holder | $8,982 | $10,722-16.2% | $9,015-0.4% | $11,409-21.3% |