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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 | $337,790 | $81,276+315.6% | $155,574+117.1% | $80,925+317.4% |
| Participation rate | 100.0% | 66.2%+33.8pp | 78.2%+21.8pp | 67.7%+32.3pp |
| Annual return | 17.50% | 33.36%-15.9pp | 64.87%-47.4pp | 35.65%-18.1pp |
| Employer contribution / active EE | $27,289 | $3,103+779.4% | $4,676+483.6% | $2,756+890.1% |
| Participant deferral / active EE | $18,402 | $3,453+432.9% | $5,629+226.9% | $4,299+328.1% |
| Admin fee / account holder | $19,567 | $7,993+144.8% | $15,914+23.0% | $6,940+181.9% |