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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 | $547,676 | $58,258+840.1% | $81,820+569.4% | $80,925+576.8% |
| Participation rate | 95.3% | 63.5%+31.9pp | 72.4%+23.0pp | 67.7%+27.7pp |
| Annual return | 13.30% | 41.76%-28.5pp | 777.93%-764.6pp | 35.65%-22.4pp |
| Employer contribution / active EE | $33,250 | $2,345+1317.7% | $2,915+1040.6% | $2,756+1106.3% |
| Participant deferral / active EE | $19,891 | $3,284+505.8% | $4,323+360.2% | $4,299+362.7% |
| Admin fee / account holder | $64,542 | $4,976+1197.0% | $7,391+773.3% | $6,940+830.0% |