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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 | $561,792 | $81,233+591.6% | $155,567+261.1% | $80,874+594.6% |
| Participation rate | 100.0% | 66.2%+33.8pp | 78.2%+21.8pp | 67.6%+32.4pp |
| Annual return | 14.13% | 33.33%-19.2pp | 64.74%-50.6pp | 35.62%-21.5pp |
| Employer contribution / active EE | $26,334 | $3,101+749.2% | $4,674+463.4% | $2,756+855.6% |
| Participant deferral / active EE | $19,518 | $3,452+465.4% | $5,628+246.8% | $4,297+354.2% |
| Admin fee / account holder | $32,347 | $7,998+304.4% | $15,916+103.2% | $6,935+366.4% |