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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 | $314,801 | $70,684+345.4% | $169,390+85.8% | $75,173+318.8% |
| Participation rate | 100.0% | 64.8%+35.2pp | 77.2%+22.8pp | 67.2%+32.8pp |
| Annual return | 16.90% | 36.38%-19.5pp | 406.07%-389.2pp | 160.72%-143.8pp |
| Employer contribution / active EE | $4,843 | $2,211+119.0% | $4,013+20.7% | $2,671+81.3% |
| Participant deferral / active EE | $16,671 | $4,310+286.8% | $6,222+167.9% | $4,126+304.0% |
| Admin fee / account holder | $14,455 | $5,404+167.5% | $9,015+60.4% | $5,651+155.8% |