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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 | $489,419 | $185,312+164.1% | $161,489+203.1% | $154,746+216.3% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.7%+21.3pp | 80.7%+19.3pp |
| Annual return | 13.46% | 103.84%-90.4pp | 89.72%-76.3pp | 172.34%-158.9pp |
| Employer contribution / active EE | $37,865 | $4,769+694.0% | $4,268+787.1% | $4,379+764.7% |
| Participant deferral / active EE | $28,535 | $6,350+349.4% | $5,630+406.9% | $6,730+324.0% |
| Admin fee / account holder | $227,617 | $18,654+1120.2% | $16,006+1322.1% | $14,365+1484.5% |