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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 | $421,738 | $185,312+127.6% | $161,489+161.2% | $154,746+172.5% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.7%+21.3pp | 80.7%+19.3pp |
| Annual return | 19.37% | 103.84%-84.5pp | 89.72%-70.3pp | 172.34%-153.0pp |
| Employer contribution / active EE | $14,889 | $4,769+212.2% | $4,268+248.8% | $4,379+240.0% |
| Participant deferral / active EE | $9,738 | $6,350+53.4% | $5,630+73.0% | $6,730+44.7% |
| Admin fee / account holder | $727 | $18,654-96.1% | $16,006-95.5% | $14,365-94.9% |