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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 | $598,424 | $138,385+332.4% | $184,243+224.8% | $80,925+639.5% |
| Participation rate | 100.0% | 83.9%+16.1pp | 86.8%+13.2pp | 67.7%+32.3pp |
| Annual return | 15.76% | 20.02%-4.3pp | 28.82%-13.1pp | 35.65%-19.9pp |
| Employer contribution / active EE | $28,454 | $4,851+486.6% | $6,427+342.7% | $2,756+932.3% |
| Participant deferral / active EE | $22,504 | $7,075+218.1% | $9,132+146.4% | $4,299+423.5% |
| Admin fee / account holder | $52,982 | $10,489+405.1% | $13,914+280.8% | $6,940+663.4% |