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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 | $445,639 | $89,364+398.7% | $141,177+215.7% | $72,983+510.6% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.5%+17.5pp | 69.5%+30.5pp |
| Annual return | 19.88% | 111.86%-92.0pp | 71.40%-51.5pp | 81.01%-61.1pp |
| Employer contribution / active EE | $15,862 | $3,115+409.2% | $4,736+234.9% | $2,440+550.1% |
| Participant deferral / active EE | $14,311 | $5,419+164.1% | $6,710+113.3% | $3,608+296.7% |
| Admin fee / account holder | $1,839 | $5,959-69.1% | $10,263-82.1% | $5,124-64.1% |