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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 | $145,431+427.7% | $211,142+263.5% | $87,485+777.2% |
| Participation rate | 100.0% | 84.7%+15.3pp | 87.3%+12.7pp | 68.9%+31.1pp |
| Annual return | 18.02% | 27.21%-9.2pp | 46.84%-28.8pp | 26.06%-8.0pp |
| Employer contribution / active EE | $35,375 | $4,662+658.9% | $6,442+449.1% | $2,596+1262.6% |
| Participant deferral / active EE | $27,672 | $6,859+303.5% | $9,284+198.1% | $4,274+547.5% |
| Admin fee / account holder | $49,993 | $17,052+193.2% | $19,076+162.1% | $7,775+543.0% |