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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 | $307,061 | $89,367+243.6% | $141,191+117.5% | $72,975+320.8% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.5%+17.5pp | 69.5%+30.5pp |
| Annual return | 24.67% | 111.87%-87.2pp | 71.41%-46.7pp | 81.01%-56.3pp |
| Employer contribution / active EE | $2,043 | $3,115-34.4% | $4,736-56.9% | $2,440-16.3% |
| Participant deferral / active EE | $11,647 | $5,419+114.9% | $6,710+73.6% | $3,608+222.8% |
| Admin fee / account holder | $54,622 | $5,957+817.0% | $10,264+432.2% | $5,124+966.0% |