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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 | $298,134 | $99,875+198.5% | $146,866+103.0% | $86,983+242.7% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.5%+17.5pp | 69.5%+30.5pp |
| Annual return | 17.62% | 28.10%-10.5pp | 102.85%-85.2pp | 25.83%-8.2pp |
| Employer contribution / active EE | $9,958 | $3,224+208.8% | $4,425+125.1% | $2,584+285.3% |
| Participant deferral / active EE | $15,869 | $6,322+151.0% | $7,759+104.5% | $4,194+278.4% |
| Admin fee / account holder | $25,016 | $7,838+219.2% | $13,620+83.7% | $7,856+218.4% |