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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 | $280,331 | $57,590+386.8% | $86,233+225.1% | $82,448+240.0% |
| Participation rate | 100.0% | 57.9%+42.1pp | 69.0%+31.0pp | 68.1%+31.9pp |
| Annual return | 18.49% | 22.41%-3.9pp | 61.39%-42.9pp | 41.64%-23.1pp |
| Employer contribution / active EE | $12,347 | $1,655+645.9% | $2,504+393.0% | $2,551+384.0% |
| Participant deferral / active EE | $17,408 | $3,080+465.2% | $4,559+281.8% | $4,139+320.6% |
| Admin fee / account holder | $30,125 | $4,730+536.9% | $8,342+261.1% | $7,234+316.4% |