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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 | $661,405 | $81,233+714.2% | $155,567+325.2% | $80,874+717.8% |
| Participation rate | 100.0% | 66.2%+33.8pp | 78.2%+21.8pp | 67.6%+32.4pp |
| Annual return | 16.07% | 33.33%-17.3pp | 64.74%-48.7pp | 35.62%-19.5pp |
| Employer contribution / active EE | $31,704 | $3,101+922.4% | $4,674+578.3% | $2,756+1050.5% |
| Participant deferral / active EE | $23,287 | $3,452+574.6% | $5,628+313.8% | $4,297+441.9% |
| Admin fee / account holder | $56,226 | $7,998+603.0% | $15,916+253.3% | $6,935+710.7% |