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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 | $776,376 | $105,856+633.4% | $90,161+761.1% | $147,586+426.0% |
| Participation rate | 100.0% | 79.7%+20.3pp | 76.9%+23.1pp | 82.8%+17.2pp |
| Annual return | 19.98% | 37.63%-17.7pp | 34.89%-14.9pp | 578.59%-558.6pp |
| Employer contribution / active EE | $15,061 | $4,126+265.0% | $3,318+353.9% | $4,876+208.9% |
| Participant deferral / active EE | $15,389 | $5,733+168.4% | $5,287+191.1% | $5,439+183.0% |
| Admin fee / account holder | $6,536 | $8,046-18.8% | $5,943+10.0% | $10,886-40.0% |