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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 | $380,507 | $57,590+560.7% | $86,233+341.3% | $82,448+361.5% |
| Participation rate | 100.0% | 57.9%+42.1pp | 69.0%+31.0pp | 68.1%+31.9pp |
| Annual return | 19.43% | 22.41%-3.0pp | 61.39%-42.0pp | 41.64%-22.2pp |
| Employer contribution / active EE | $7,244 | $1,655+337.6% | $2,504+189.3% | $2,551+184.0% |
| Participant deferral / active EE | $12,879 | $3,080+318.2% | $4,559+182.5% | $4,139+211.1% |
| Admin fee / account holder | $17,073 | $4,730+260.9% | $8,342+104.7% | $7,234+136.0% |