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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 | $432,471 | $78,690+449.6% | $161,489+167.8% | $87,485+394.3% |
| Participation rate | 100.0% | 67.5%+32.5pp | 78.7%+21.3pp | 68.9%+31.1pp |
| Annual return | 17.41% | 32.74%-15.3pp | 89.72%-72.3pp | 26.06%-8.7pp |
| Employer contribution / active EE | $9,554 | $2,588+269.1% | $4,268+123.8% | $2,596+268.0% |
| Participant deferral / active EE | $11,366 | $3,311+243.3% | $5,630+101.9% | $4,274+165.9% |
| Admin fee / account holder | $5,203 | $6,724-22.6% | $16,006-67.5% | $7,775-33.1% |