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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 | $671,187 | $81,358+725.0% | $155,556+331.5% | $80,959+729.0% |
| Participation rate | 100.0% | 66.3%+33.7pp | 78.2%+21.8pp | 67.7%+32.3pp |
| Annual return | 16.22% | 33.39%-17.2pp | 64.84%-48.6pp | 35.67%-19.5pp |
| Employer contribution / active EE | $28,110 | $3,106+804.9% | $4,675+501.2% | $2,757+919.5% |
| Participant deferral / active EE | $22,694 | $3,455+556.8% | $5,631+303.0% | $4,300+427.7% |
| Admin fee / account holder | $33,237 | $7,994+315.8% | $15,885+109.2% | $6,925+379.9% |