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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 | $291,357 | $81,358+258.1% | $155,556+87.3% | $80,959+259.9% |
| Participation rate | 100.0% | 66.3%+33.7pp | 78.2%+21.8pp | 67.7%+32.3pp |
| Annual return | 15.69% | 33.39%-17.7pp | 64.84%-49.1pp | 35.67%-20.0pp |
| Employer contribution / active EE | $18,425 | $3,106+493.1% | $4,675+294.1% | $2,757+568.2% |
| Participant deferral / active EE | $17,737 | $3,455+413.3% | $5,631+215.0% | $4,300+312.4% |
| Admin fee / account holder | $16,087 | $7,994+101.2% | $15,885+1.3% | $6,925+132.3% |