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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 | $334,200 | $102,429+226.3% | $147,096+127.2% | $80,925+313.0% |
| Participation rate | 100.0% | 75.9%+24.1pp | 82.2%+17.8pp | 67.7%+32.3pp |
| Annual return | 14.49% | 135.02%-120.5pp | 419.75%-405.3pp | 35.65%-21.2pp |
| Employer contribution / active EE | $14,155 | $3,716+281.0% | $4,936+186.8% | $2,756+413.6% |
| Participant deferral / active EE | $11,518 | $6,649+73.2% | $8,071+42.7% | $4,299+167.9% |
| Admin fee / account holder | $863 | $7,957-89.2% | $13,005-93.4% | $6,940-87.6% |