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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 | $303,441 | $100,041+203.3% | $149,718+102.7% | $70,131+332.7% |
| Participation rate | 100.0% | 83.6%+16.4pp | 87.1%+12.9pp | 69.5%+30.5pp |
| Annual return | 22.65% | 27.43%-4.8pp | 1501.67%-1479.0pp | 73.14%-50.5pp |
| Employer contribution / active EE | $18,864 | $3,662+415.2% | $5,445+246.5% | $2,342+705.3% |
| Participant deferral / active EE | $16,492 | $4,983+231.0% | $6,569+151.1% | $3,332+395.0% |
| Admin fee / account holder | $12,148 | $8,286+46.6% | $11,283+7.7% | $4,645+161.5% |