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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 | $449,257 | $102,422+338.6% | $147,117+205.4% | $80,959+454.9% |
| Participation rate | 100.0% | 75.9%+24.1pp | 82.2%+17.8pp | 67.7%+32.3pp |
| Annual return | 17.84% | 135.16%-117.3pp | 420.54%-402.7pp | 35.67%-17.8pp |
| Employer contribution / active EE | $11,572 | $3,717+211.3% | $4,932+134.6% | $2,757+319.7% |
| Participant deferral / active EE | $14,843 | $6,652+123.1% | $8,065+84.1% | $4,300+245.2% |
| Admin fee / account holder | $106,141 | $7,953+1234.5% | $12,993+716.9% | $6,925+1432.6% |