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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 | $454,200 | $91,198+398.0% | $178,503+154.4% | $79,856+468.8% |
| Participation rate | 100.0% | 69.2%+30.8pp | 81.9%+18.1pp | 69.6%+30.4pp |
| Annual return | 25.57% | 24.20%+1.4pp | 151.12%-125.5pp | 31.71%-6.1pp |
| Employer contribution / active EE | $18,946 | $3,257+481.8% | $5,011+278.1% | $2,471+666.7% |
| Participant deferral / active EE | $24,374 | $3,237+653.1% | $5,202+368.5% | $3,741+551.6% |
| Admin fee / account holder | $2,607 | $6,748-61.4% | $13,987-81.4% | $5,306-50.9% |