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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 | $615,816 | $106,749+476.9% | $145,433+323.4% | $82,448+646.9% |
| Participation rate | 100.0% | 75.6%+24.4pp | 82.1%+17.9pp | 68.1%+31.9pp |
| Annual return | 15.50% | 27.59%-12.1pp | 66.58%-51.1pp | 41.64%-26.1pp |
| Employer contribution / active EE | $15,001 | $3,444+335.5% | $4,554+229.4% | $2,551+488.0% |
| Participant deferral / active EE | $12,710 | $6,519+95.0% | $7,897+60.9% | $4,139+207.1% |
| Admin fee / account holder | $18,035 | $8,390+115.0% | $13,129+37.4% | $7,234+149.3% |