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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 | $424,257 | $102,393+314.3% | $147,041+188.5% | $80,911+424.4% |
| Participation rate | 100.0% | 75.9%+24.1pp | 82.2%+17.8pp | 67.6%+32.4pp |
| Annual return | 14.21% | 134.95%-120.7pp | 419.21%-405.0pp | 35.63%-21.4pp |
| Employer contribution / active EE | $13,900 | $3,715+274.1% | $4,935+181.7% | $2,756+404.4% |
| Participant deferral / active EE | $13,523 | $6,647+103.4% | $8,071+67.5% | $4,297+214.7% |
| Admin fee / account holder | $2,529 | $7,943-68.2% | $13,006-80.6% | $6,935-63.5% |