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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 | $503,043 | $185,312+171.5% | $161,489+211.5% | $154,746+225.1% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.7%+21.3pp | 80.7%+19.3pp |
| Annual return | 11.38% | 103.84%-92.5pp | 89.72%-78.3pp | 172.34%-161.0pp |
| Employer contribution / active EE | $19,514 | $4,769+309.2% | $4,268+357.2% | $4,379+345.6% |
| Participant deferral / active EE | $18,758 | $6,350+195.4% | $5,630+233.2% | $6,730+178.7% |
| Admin fee / account holder | $120,928 | $18,654+548.3% | $16,006+655.5% | $14,365+741.8% |