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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 | $533,929 | $89,370+497.4% | $141,197+278.1% | $72,976+631.7% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.5%+17.5pp | 69.5%+30.5pp |
| Annual return | 24.95% | 111.88%-86.9pp | 71.41%-46.5pp | 81.02%-56.1pp |
| Employer contribution / active EE | $12,066 | $3,115+287.4% | $4,736+154.8% | $2,440+394.5% |
| Participant deferral / active EE | $10,704 | $5,419+97.5% | $6,710+59.5% | $3,608+196.7% |
| Admin fee / account holder | $17,061 | $5,957+186.4% | $10,265+66.2% | $5,124+232.9% |