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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 | $387,100 | $77,817+397.5% | $123,553+213.3% | $64,173+503.2% |
| Participation rate | 100.0% | 74.7%+25.3pp | 82.3%+17.7pp | 69.6%+30.4pp |
| Annual return | 0.29% | 12.49%-12.2pp | 119.21%-118.9pp | 7.63%-7.3pp |
| Employer contribution / active EE | $8,704 | $3,014+188.8% | $4,628+88.1% | $2,381+265.6% |
| Participant deferral / active EE | $11,722 | $5,240+123.7% | $6,426+82.4% | $3,470+237.9% |
| Admin fee / account holder | $11,588 | $5,519+110.0% | $9,284+24.8% | $4,887+137.1% |