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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 | $442,005 | $77,638+469.3% | $156,551+182.3% | $62,881+602.9% |
| Participation rate | 100.0% | 71.2%+28.8pp | 84.0%+16.0pp | 69.3%+30.7pp |
| Annual return | 4.87% | 50.33%-45.5pp | 32.23%-27.4pp | 20.14%-15.3pp |
| Employer contribution / active EE | $13,720 | $3,444+298.4% | $5,501+149.4% | $2,281+501.5% |
| Participant deferral / active EE | $7,918 | $3,046+160.0% | $4,871+62.6% | $3,203+147.2% |
| Admin fee / account holder | $17,311 | $5,561+211.3% | $13,028+32.9% | $4,296+303.0% |