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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 | $81,331+725.2% | $155,534+331.5% | $80,935+729.3% |
| Participation rate | 100.0% | 66.3%+33.7pp | 78.2%+21.8pp | 67.7%+32.3pp |
| Annual return | 16.22% | 33.37%-17.2pp | 64.92%-48.7pp | 35.66%-19.4pp |
| Employer contribution / active EE | $28,110 | $3,105+805.4% | $4,675+501.3% | $2,757+919.7% |
| Participant deferral / active EE | $22,694 | $3,454+557.0% | $5,630+303.1% | $4,299+427.8% |
| Admin fee / account holder | $33,237 | $7,999+315.5% | $15,900+109.0% | $6,924+380.0% |