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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 | $543,371 | $176,120+208.5% | $159,487+240.7% | $167,553+224.3% |
| Participation rate | 100.0% | 85.0%+15.0pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 10.34% | 331.95%-321.6pp | 263.71%-253.4pp | 478.89%-468.6pp |
| Employer contribution / active EE | $9,447 | $5,299+78.3% | $4,831+95.5% | $4,840+95.2% |
| Participant deferral / active EE | $17,111 | $7,752+120.7% | $7,354+132.7% | $6,343+169.8% |
| Admin fee / account holder | $11,800 | $12,561-6.1% | $10,804+9.2% | $12,316-4.2% |