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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 | $259,874 | $85,171+205.1% | $172,752+50.4% | $72,975+256.1% |
| Participation rate | 100.0% | 70.1%+29.9pp | 82.6%+17.4pp | 69.5%+30.5pp |
| Annual return | 19.85% | 27.32%-7.5pp | 802.97%-783.1pp | 81.01%-61.2pp |
| Employer contribution / active EE | $7,689 | $3,324+131.3% | $5,144+49.5% | $2,440+215.1% |
| Participant deferral / active EE | $6,652 | $3,260+104.0% | $5,198+28.0% | $3,608+84.4% |
| Admin fee / account holder | $24,335 | $5,880+313.8% | $13,955+74.4% | $5,124+374.9% |