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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 | $856,645 | $198,457+331.7% | $170,435+402.6% | $147,586+480.4% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 14.96% | 257.30%-242.3pp | 205.94%-191.0pp | 578.59%-563.6pp |
| Employer contribution / active EE | $32,805 | $6,183+430.6% | $5,432+503.9% | $4,876+572.7% |
| Participant deferral / active EE | $19,295 | $5,629+242.8% | $4,939+290.6% | $5,439+254.8% |
| Admin fee / account holder | $189,613 | $16,852+1025.2% | $13,881+1266.0% | $10,886+1641.8% |