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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 | $505,832 | $77,492+552.8% | $100,398+403.8% | $80,911+525.2% |
| Participation rate | 100.0% | 76.9%+23.1pp | 81.5%+18.5pp | 67.6%+32.4pp |
| Annual return | 17.66% | 37.23%-19.6pp | 49.32%-31.7pp | 35.63%-18.0pp |
| Employer contribution / active EE | $20,536 | $2,800+633.4% | $3,946+420.5% | $2,756+645.2% |
| Participant deferral / active EE | $13,504 | $6,817+98.1% | $8,084+67.0% | $4,297+214.3% |
| Admin fee / account holder | $50,852 | $5,892+763.1% | $7,893+544.3% | $6,935+633.3% |