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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 | $997,750 | $209,422+376.4% | $178,503+459.0% | $158,982+527.6% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 7.15% | 188.81%-181.7pp | 151.12%-144.0pp | 302.99%-295.8pp |
| Employer contribution / active EE | $1,988 | $5,707-65.2% | $5,011-60.3% | $4,763-58.3% |
| Participant deferral / active EE | $13,984 | $5,955+134.8% | $5,202+168.8% | $5,983+133.7% |
| Admin fee / account holder | $20,013 | $17,079+17.2% | $13,987+43.1% | $11,252+77.9% |