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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 | $420,727 | $123,793+239.9% | $177,822+136.6% | $79,860+426.8% |
| Participation rate | 100.0% | 84.7%+15.3pp | 87.7%+12.3pp | 69.6%+30.4pp |
| Annual return | 36.26% | 22.82%+13.4pp | 48.32%-12.1pp | 31.72%+4.5pp |
| Employer contribution / active EE | $17,385 | $4,095+324.5% | $5,918+193.8% | $2,471+603.6% |
| Participant deferral / active EE | $19,367 | $5,956+225.1% | $7,714+151.1% | $3,740+417.8% |
| Admin fee / account holder | $931 | $7,243-87.1% | $12,428-92.5% | $5,306-82.4% |