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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 | $285,331 | $89,370+219.3% | $141,197+102.1% | $72,976+291.0% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.5%+17.5pp | 69.5%+30.5pp |
| Annual return | 20.04% | 111.88%-91.8pp | 71.41%-51.4pp | 81.02%-61.0pp |
| Employer contribution / active EE | $8,555 | $3,115+174.7% | $4,736+80.6% | $2,440+250.6% |
| Participant deferral / active EE | $4,579 | $5,419-15.5% | $6,710-31.8% | $3,608+26.9% |
| Admin fee / account holder | $30,379 | $5,957+410.0% | $10,265+196.0% | $5,124+492.9% |