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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 | $564,564 | $162,136+248.2% | $152,301+270.7% | $154,746+264.8% |
| Participation rate | 100.0% | 84.1%+15.9pp | 82.4%+17.6pp | 80.7%+19.3pp |
| Annual return | 13.23% | 91.02%-77.8pp | 80.50%-67.3pp | 172.34%-159.1pp |
| Employer contribution / active EE | $5,995 | $4,890+22.6% | $4,624+29.6% | $4,379+36.9% |
| Participant deferral / active EE | $18,431 | $8,341+121.0% | $8,004+130.3% | $6,730+173.9% |
| Admin fee / account holder | $7,026 | $15,759-55.4% | $14,398-51.2% | $14,365-51.1% |