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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 | $487,148 | $88,042+453.3% | $138,135+252.7% | $79,852+510.1% |
| Participation rate | 100.0% | 71.4%+28.6pp | 78.7%+21.3pp | 69.6%+30.4pp |
| Annual return | 22.51% | 20.58%+1.9pp | 20.51%+2.0pp | 31.72%-9.2pp |
| Employer contribution / active EE | $11,231 | $3,103+261.9% | $5,587+101.0% | $2,471+354.5% |
| Participant deferral / active EE | $4,596 | $4,704-2.3% | $6,431-28.5% | $3,740+22.9% |
| Admin fee / account holder | $47,737 | $7,791+512.7% | $11,856+302.6% | $5,306+799.6% |