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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 | $481,088 | $77,638+519.7% | $156,551+207.3% | $62,881+665.1% |
| Participation rate | 100.0% | 71.2%+28.8pp | 84.0%+16.0pp | 69.3%+30.7pp |
| Annual return | 10.95% | 50.33%-39.4pp | 32.23%-21.3pp | 20.14%-9.2pp |
| Employer contribution / active EE | $20,417 | $3,444+492.9% | $5,501+271.1% | $2,281+795.1% |
| Participant deferral / active EE | $12,752 | $3,046+318.7% | $4,871+161.8% | $3,203+298.1% |
| Admin fee / account holder | $2,547 | $5,561-54.2% | $13,028-80.4% | $4,296-40.7% |