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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 | $434,398 | $78,670+452.2% | $109,173+297.9% | $85,847+406.0% |
| Participation rate | 100.0% | 68.3%+31.7pp | 75.9%+24.1pp | 69.3%+30.7pp |
| Annual return | 36.30% | 25.09%+11.2pp | 25.75%+10.5pp | 318.61%-282.3pp |
| Employer contribution / active EE | $9,665 | $2,734+253.5% | $3,723+159.6% | $2,565+276.8% |
| Participant deferral / active EE | $9,522 | $3,467+174.6% | $4,654+104.6% | $3,952+140.9% |
| Admin fee / account holder | $11,109 | $5,469+103.1% | $6,755+64.5% | $6,261+77.4% |