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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 | $673,115 | $228,352+194.8% | $185,827+262.2% | $158,950+323.5% |
| Participation rate | 100.0% | 82.3%+17.7pp | 78.0%+22.0pp | 82.0%+18.0pp |
| Annual return | 19.63% | 40.81%-21.2pp | 35.96%-16.3pp | 302.91%-283.3pp |
| Employer contribution / active EE | $17,000 | $4,967+242.3% | $4,087+315.9% | $4,762+257.0% |
| Participant deferral / active EE | $19,500 | $6,416+203.9% | $5,633+246.2% | $5,983+225.9% |
| Admin fee / account holder | $4,334 | $11,867-63.5% | $9,502-54.4% | $11,248-61.5% |