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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 | $575,236 | $109,359+426.0% | $162,185+254.7% | $72,976+688.3% |
| Participation rate | 100.0% | 84.3%+15.7pp | 87.6%+12.4pp | 69.5%+30.5pp |
| Annual return | 25.25% | 25.46%-0.2pp | 115.61%-90.4pp | 81.02%-55.8pp |
| Employer contribution / active EE | $27,157 | $3,907+595.0% | $5,613+383.8% | $2,440+1013.0% |
| Participant deferral / active EE | $16,425 | $5,481+199.7% | $7,297+125.1% | $3,608+355.3% |
| Admin fee / account holder | $13,937 | $7,972+74.8% | $10,844+28.5% | $5,124+172.0% |