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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 | $333,701 | $99,875+234.1% | $146,866+127.2% | $86,983+283.6% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.5%+17.5pp | 69.5%+30.5pp |
| Annual return | 19.86% | 28.10%-8.2pp | 102.85%-83.0pp | 25.83%-6.0pp |
| Employer contribution / active EE | $60,302 | $3,224+1770.3% | $4,425+1262.8% | $2,584+2233.2% |
| Participant deferral / active EE | $4,622 | $6,322-26.9% | $7,759-40.4% | $4,194+10.2% |
| Admin fee / account holder | $4,612 | $7,838-41.2% | $13,620-66.1% | $7,856-41.3% |