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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 | $487,892 | $138,393+252.5% | $184,256+164.8% | $80,959+502.6% |
| Participation rate | 100.0% | 83.9%+16.1pp | 86.8%+13.2pp | 67.7%+32.3pp |
| Annual return | 27.11% | 20.01%+7.1pp | 28.85%-1.7pp | 35.67%-8.6pp |
| Employer contribution / active EE | $29,361 | $4,847+505.7% | $6,427+356.8% | $2,757+964.9% |
| Participant deferral / active EE | $23,287 | $7,076+229.1% | $9,133+155.0% | $4,300+441.5% |
| Admin fee / account holder | $3,255 | $10,489-69.0% | $13,899-76.6% | $6,925-53.0% |