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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 | $482,984 | $85,766+463.1% | $136,298+254.4% | $70,126+588.7% |
| Participation rate | 100.0% | 74.2%+25.8pp | 81.9%+18.1pp | 69.5%+30.5pp |
| Annual return | 15.88% | 31.46%-15.6pp | 5156.27%-5140.4pp | 73.15%-57.3pp |
| Employer contribution / active EE | $14,281 | $2,966+381.5% | $4,696+204.1% | $2,343+509.6% |
| Participant deferral / active EE | $12,308 | $5,051+143.7% | $6,247+97.0% | $3,332+269.4% |
| Admin fee / account holder | $54,618 | $5,421+907.6% | $9,244+490.9% | $4,645+1075.7% |