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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 | $842,619 | $209,336+302.5% | $197,124+327.5% | $137,256+513.9% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | 14.92% | 48.09%-33.2pp | 44.34%-29.4pp | 220.34%-205.4pp |
| Employer contribution / active EE | $23,143 | $6,591+251.1% | $6,227+271.6% | $4,156+456.8% |
| Participant deferral / active EE | $16,236 | $9,614+68.9% | $9,135+77.7% | $6,407+153.4% |
| Admin fee / account holder | $3,474 | $17,308-79.9% | $16,298-78.7% | $12,270-71.7% |