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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 | $729,348 | $86,050+747.6% | $189,758+284.4% | $94,015+675.8% |
| Participation rate | 100.0% | 68.9%+31.1pp | 79.8%+20.2pp | 70.8%+29.2pp |
| Annual return | 15.70% | 17.77%-2.1pp | 52.62%-36.9pp | 17.84%-2.1pp |
| Employer contribution / active EE | $22,733 | $2,819+706.4% | $4,767+376.9% | $2,790+714.8% |
| Participant deferral / active EE | $10,899 | $3,349+225.5% | $5,856+86.1% | $4,249+156.5% |
| Admin fee / account holder | $82,013 | $6,627+1137.6% | $20,388+302.3% | $8,951+816.2% |