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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 | $482,435 | $201,344+139.6% | $184,243+161.8% | $145,877+230.7% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 21.30% | 29.01%-7.7pp | 28.82%-7.5pp | 551.28%-530.0pp |
| Employer contribution / active EE | $11,946 | $7,022+70.1% | $6,427+85.9% | $4,663+156.2% |
| Participant deferral / active EE | $15,703 | $9,807+60.1% | $9,132+72.0% | $6,691+134.7% |
| Admin fee / account holder | $11,123 | $16,382-32.1% | $13,914-20.1% | $13,402-17.0% |