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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 | $503,694 | $81,233+520.1% | $155,567+223.8% | $80,874+522.8% |
| Participation rate | 100.0% | 66.2%+33.8pp | 78.2%+21.8pp | 67.6%+32.4pp |
| Annual return | 19.03% | 33.33%-14.3pp | 64.74%-45.7pp | 35.62%-16.6pp |
| Employer contribution / active EE | $21,442 | $3,101+591.5% | $4,674+358.7% | $2,756+678.1% |
| Participant deferral / active EE | $12,928 | $3,452+274.5% | $5,628+129.7% | $4,297+200.9% |
| Admin fee / account holder | $14,847 | $7,998+85.6% | $15,916-6.7% | $6,935+114.1% |