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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 | $483,659 | $98,776+389.7% | $149,745+223.0% | $79,856+505.7% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.5%+17.5pp | 69.6%+30.4pp |
| Annual return | 15.36% | 27.38%-12.0pp | 276.72%-261.4pp | 31.71%-16.4pp |
| Employer contribution / active EE | $13,471 | $3,217+318.7% | $4,646+190.0% | $2,471+445.1% |
| Participant deferral / active EE | $13,922 | $5,681+145.0% | $6,843+103.4% | $3,741+272.2% |
| Admin fee / account holder | $76,440 | $6,053+1162.9% | $9,312+720.9% | $5,306+1340.5% |