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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 | $795,836 | $85,206+834.0% | $172,745+360.7% | $72,986+990.4% |
| Participation rate | 100.0% | 70.1%+29.9pp | 82.6%+17.4pp | 69.5%+30.5pp |
| Annual return | 16.49% | 27.32%-10.8pp | 802.90%-786.4pp | 81.01%-64.5pp |
| Employer contribution / active EE | $29,178 | $3,325+777.6% | $5,144+467.2% | $2,440+1095.8% |
| Participant deferral / active EE | $17,442 | $3,260+435.0% | $5,197+235.6% | $3,607+383.5% |
| Admin fee / account holder | $69,925 | $5,883+1088.7% | $13,954+401.1% | $5,124+1264.6% |