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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 | $373,049 | $81,262+359.1% | $155,602+139.7% | $80,911+361.1% |
| Participation rate | 100.0% | 66.2%+33.8pp | 78.2%+21.8pp | 67.6%+32.4pp |
| Annual return | 10.97% | 33.34%-22.4pp | 64.81%-53.8pp | 35.63%-24.7pp |
| Employer contribution / active EE | $29,352 | $3,102+846.3% | $4,675+527.8% | $2,756+965.1% |
| Participant deferral / active EE | $12,616 | $3,451+265.5% | $5,629+124.1% | $4,297+193.6% |
| Admin fee / account holder | $91,735 | $7,992+1047.9% | $15,923+476.1% | $6,935+1222.9% |