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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 | $702,771 | $85,171+725.1% | $172,752+306.8% | $72,975+863.0% |
| Participation rate | 100.0% | 70.1%+29.9pp | 82.6%+17.4pp | 69.5%+30.5pp |
| Annual return | 17.68% | 27.32%-9.6pp | 802.97%-785.3pp | 81.01%-63.3pp |
| Employer contribution / active EE | $29,577 | $3,324+789.8% | $5,144+475.0% | $2,440+1112.1% |
| Participant deferral / active EE | $15,044 | $3,260+361.5% | $5,198+189.4% | $3,608+317.0% |
| Admin fee / account holder | $151,388 | $5,880+2474.5% | $13,955+984.8% | $5,124+2854.5% |