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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 | $556,732 | $115,225+383.2% | $100,712+452.8% | $138,895+300.8% |
| Participation rate | 100.0% | 74.3%+25.7pp | 69.3%+30.7pp | 79.9%+20.1pp |
| Annual return | 27.22% | 40.35%-13.1pp | 33.27%-6.0pp | 145.39%-118.2pp |
| Employer contribution / active EE | $10,213 | $2,771+268.6% | $2,313+341.6% | $4,194+143.5% |
| Participant deferral / active EE | $4,286 | $4,699-8.8% | $4,085+4.9% | $6,396-33.0% |
| Admin fee / account holder | $3,397 | $10,844-68.7% | $9,256-63.3% | $12,562-73.0% |