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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 | $539,948 | $125,797+329.2% | $170,057+217.5% | $75,177+618.2% |
| Participation rate | 100.0% | 83.6%+16.4pp | 87.0%+13.0pp | 67.2%+32.8pp |
| Annual return | 29.61% | 27.20%+2.4pp | 53.42%-23.8pp | 160.75%-131.1pp |
| Employer contribution / active EE | $18,648 | $4,616+304.0% | $6,790+174.6% | $2,671+598.1% |
| Participant deferral / active EE | $19,502 | $6,838+185.2% | $10,411+87.3% | $4,126+372.6% |
| Admin fee / account holder | $4,393 | $8,177-46.3% | $12,826-65.8% | $5,651-22.3% |