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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 | $493,766 | $77,814+534.5% | $158,223+212.1% | $86,983+467.7% |
| Participation rate | 100.0% | 68.4%+31.6pp | 79.2%+20.8pp | 69.5%+30.5pp |
| Annual return | 16.49% | 30.54%-14.0pp | 52.09%-35.6pp | 25.83%-9.3pp |
| Employer contribution / active EE | $14,885 | $2,592+474.3% | $4,109+262.3% | $2,584+476.0% |
| Participant deferral / active EE | $12,809 | $3,270+291.8% | $5,467+134.3% | $4,194+205.4% |
| Admin fee / account holder | $15,509 | $5,879+163.8% | $16,047-3.4% | $7,856+97.4% |