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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 | $456,937 | $76,834+494.7% | $108,359+321.7% | $87,485+422.3% |
| Participation rate | 100.0% | 61.7%+38.3pp | 70.1%+29.9pp | 68.9%+31.1pp |
| Annual return | 15.88% | 19.09%-3.2pp | 36.89%-21.0pp | 26.06%-10.2pp |
| Employer contribution / active EE | $24,374 | $1,556+1466.1% | $2,399+915.8% | $2,596+838.8% |
| Participant deferral / active EE | $8,116 | $3,100+161.8% | $4,137+96.2% | $4,274+89.9% |
| Admin fee / account holder | $8,672 | $6,537+32.7% | $9,741-11.0% | $7,775+11.5% |