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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 | $264,474 | $81,358+225.1% | $155,556+70.0% | $80,959+226.7% |
| Participation rate | 100.0% | 66.3%+33.7pp | 78.2%+21.8pp | 67.7%+32.3pp |
| Annual return | 20.89% | 33.39%-12.5pp | 64.84%-43.9pp | 35.67%-14.8pp |
| Employer contribution / active EE | $40,958 | $3,106+1218.5% | $4,675+776.0% | $2,757+1385.5% |
| Participant deferral / active EE | $24,602 | $3,455+612.0% | $5,631+336.9% | $4,300+472.1% |
| Admin fee / account holder | $88,611 | $7,994+1008.5% | $15,885+457.8% | $6,925+1179.5% |