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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 | $752,361 | $162,529+362.9% | $130,788+475.3% | $154,746+386.2% |
| Participation rate | 100.0% | 75.9%+24.1pp | 70.1%+29.9pp | 80.7%+19.3pp |
| Annual return | 16.11% | 510.48%-494.4pp | 386.44%-370.3pp | 172.34%-156.2pp |
| Employer contribution / active EE | $15,672 | $4,447+252.4% | $3,558+340.5% | $4,379+257.9% |
| Participant deferral / active EE | $17,860 | $4,808+271.4% | $4,137+331.7% | $6,730+165.4% |
| Admin fee / account holder | $4,352 | $7,669-43.3% | $6,673-34.8% | $14,365-69.7% |