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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 | $501,291 | $106,864+369.1% | $147,318+240.3% | $82,637+506.6% |
| Participation rate | 100.0% | 75.5%+24.5pp | 82.1%+17.9pp | 68.1%+31.9pp |
| Annual return | 15.32% | 27.49%-12.2pp | 70.43%-55.1pp | 53.51%-38.2pp |
| Employer contribution / active EE | $9,978 | $3,417+192.1% | $4,593+117.3% | $2,552+291.0% |
| Participant deferral / active EE | $9,071 | $6,496+39.7% | $7,906+14.7% | $4,126+119.8% |
| Admin fee / account holder | $15,907 | $8,415+89.0% | $13,708+16.0% | $7,339+116.7% |