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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 | $283,779 | $81,233+249.3% | $155,567+82.4% | $80,874+250.9% |
| Participation rate | 100.0% | 66.2%+33.8pp | 78.2%+21.8pp | 67.6%+32.4pp |
| Annual return | 11.93% | 33.33%-21.4pp | 64.74%-52.8pp | 35.62%-23.7pp |
| Employer contribution / active EE | $14,636 | $3,101+372.0% | $4,674+213.1% | $2,756+431.1% |
| Participant deferral / active EE | $10,246 | $3,452+196.8% | $5,628+82.1% | $4,297+138.4% |
| Admin fee / account holder | $56,944 | $7,998+612.0% | $15,916+257.8% | $6,935+721.1% |