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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 | $517,912 | $134,817+284.2% | $123,973+317.8% | $155,188+233.7% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.7%+23.3pp | 80.8%+19.2pp |
| Annual return | 11.87% | 515.49%-503.6pp | 388.13%-376.3pp | 148.84%-137.0pp |
| Employer contribution / active EE | $11,869 | $4,425+168.2% | $4,126+187.7% | $4,248+179.4% |
| Participant deferral / active EE | $16,310 | $5,706+185.8% | $5,247+210.8% | $6,531+149.7% |
| Admin fee / account holder | $58,930 | $13,245+344.9% | $11,799+399.5% | $14,480+307.0% |