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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 | $371,486 | $81,276+357.1% | $155,574+138.8% | $80,925+359.1% |
| Participation rate | 100.0% | 66.2%+33.8pp | 78.2%+21.8pp | 67.7%+32.3pp |
| Annual return | 21.13% | 33.36%-12.2pp | 64.87%-43.7pp | 35.65%-14.5pp |
| Employer contribution / active EE | $22,256 | $3,103+617.2% | $4,676+376.0% | $2,756+707.5% |
| Participant deferral / active EE | $18,450 | $3,453+434.3% | $5,629+227.7% | $4,299+329.2% |
| Admin fee / account holder | $1,792 | $7,993-77.6% | $15,914-88.7% | $6,940-74.2% |