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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 | $316,725 | $102,429+209.2% | $147,096+115.3% | $80,925+291.4% |
| Participation rate | 100.0% | 75.9%+24.1pp | 82.2%+17.8pp | 67.7%+32.3pp |
| Annual return | 13.61% | 135.02%-121.4pp | 419.75%-406.1pp | 35.65%-22.0pp |
| Employer contribution / active EE | $13,258 | $3,716+256.8% | $4,936+168.6% | $2,756+381.0% |
| Participant deferral / active EE | $16,329 | $6,649+145.6% | $8,071+102.3% | $4,299+279.9% |
| Admin fee / account holder | $6,203 | $7,957-22.0% | $13,005-52.3% | $6,940-10.6% |