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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 | $767,445 | $146,267+424.7% | $197,124+289.3% | $82,448+830.8% |
| Participation rate | 100.0% | 84.0%+16.0pp | 86.7%+13.3pp | 68.1%+31.9pp |
| Annual return | 18.02% | 29.61%-11.6pp | 44.34%-26.3pp | 41.64%-23.6pp |
| Employer contribution / active EE | $35,375 | $4,723+648.9% | $6,227+468.1% | $2,551+1286.7% |
| Participant deferral / active EE | $27,672 | $7,035+293.4% | $9,135+202.9% | $4,139+568.5% |
| Admin fee / account holder | $49,993 | $14,422+246.6% | $16,298+206.7% | $7,234+591.0% |