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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 | $369,927 | $81,262+355.2% | $155,602+137.7% | $80,911+357.2% |
| Participation rate | 100.0% | 66.2%+33.8pp | 78.2%+21.8pp | 67.6%+32.4pp |
| Annual return | 18.68% | 33.34%-14.7pp | 64.81%-46.1pp | 35.63%-16.9pp |
| Employer contribution / active EE | $18,802 | $3,102+506.2% | $4,675+302.2% | $2,756+582.3% |
| Participant deferral / active EE | $15,974 | $3,451+362.8% | $5,629+183.8% | $4,297+271.7% |
| Admin fee / account holder | $2,256 | $7,992-71.8% | $15,923-85.8% | $6,935-67.5% |