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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 | $340,596 | $123,854+175.0% | $69,623+389.2% | $145,884+133.5% |
| Participation rate | 100.0% | 69.2%+30.8pp | 66.4%+33.6pp | 80.3%+19.7pp |
| Annual return | 12.67% | 192.35%-179.7pp | 101.23%-88.6pp | 551.85%-539.2pp |
| Employer contribution / active EE | $6,993 | $2,673+161.6% | $1,709+309.2% | $4,662+50.0% |
| Participant deferral / active EE | $5,577 | $4,242+31.5% | $2,890+93.0% | $6,690-16.6% |
| Admin fee / account holder | $7,729 | $7,822-1.2% | $4,696+64.6% | $13,392-42.3% |