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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 | $420,797 | $89,370+370.8% | $141,197+198.0% | $72,976+476.6% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.5%+17.5pp | 69.5%+30.5pp |
| Annual return | 23.48% | 111.88%-88.4pp | 71.41%-47.9pp | 81.02%-57.5pp |
| Employer contribution / active EE | $10,761 | $3,115+245.5% | $4,736+127.2% | $2,440+341.0% |
| Participant deferral / active EE | $11,883 | $5,419+119.3% | $6,710+77.1% | $3,608+229.4% |
| Admin fee / account holder | $2,895 | $5,957-51.4% | $10,265-71.8% | $5,124-43.5% |