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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 | $545,088 | $201,264+170.8% | $184,185+195.9% | $145,978+273.4% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 36.84% | 29.00%+7.8pp | 28.81%+8.0pp | 550.52%-513.7pp |
| Employer contribution / active EE | $14,644 | $7,021+108.6% | $6,426+127.9% | $4,662+214.1% |
| Participant deferral / active EE | $10,900 | $9,806+11.2% | $9,132+19.4% | $6,690+62.9% |
| Admin fee / account holder | $971 | $16,376-94.1% | $13,909-93.0% | $13,400-92.8% |