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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 | $442,145 | $135,956+225.2% | $123,894+256.9% | $273,972+61.4% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 10.25% | 56.63%-46.4pp | 47.52%-37.3pp | 41.46%-31.2pp |
| Employer contribution / active EE | $13,989 | $5,170+170.6% | $4,617+203.0% | $4,869+187.3% |
| Participant deferral / active EE | $12,801 | $6,343+101.8% | $5,984+113.9% | $5,287+142.1% |
| Admin fee / account holder | $17,509 | $9,817+78.3% | $8,357+109.5% | $10,133+72.8% |