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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 | $980,501 | $185,141+429.6% | $153,416+539.1% | $155,188+531.8% |
| Participation rate | 100.0% | 79.9%+20.1pp | 74.3%+25.7pp | 80.8%+19.2pp |
| Annual return | 11.73% | 18.72%-7.0pp | 17.84%-6.1pp | 148.84%-137.1pp |
| Employer contribution / active EE | $6,412 | $4,489+42.8% | $3,764+70.4% | $4,248+51.0% |
| Participant deferral / active EE | $17,100 | $5,477+212.2% | $4,723+262.0% | $6,531+161.8% |
| Admin fee / account holder | $17,202 | $16,005+7.5% | $13,095+31.4% | $14,480+18.8% |