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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 | $326,941 | $100,203+226.3% | $85,240+283.6% | $145,897+124.1% |
| Participation rate | 100.0% | 74.1%+25.9pp | 67.5%+32.5pp | 80.3%+19.7pp |
| Annual return | 13.26% | 84.28%-71.0pp | 66.75%-53.5pp | 552.29%-539.0pp |
| Employer contribution / active EE | $9,259 | $3,242+185.6% | $2,735+238.5% | $4,663+98.6% |
| Participant deferral / active EE | $11,865 | $5,299+123.9% | $4,527+162.1% | $6,689+77.4% |
| Admin fee / account holder | $18,125 | $7,265+149.5% | $6,165+194.0% | $13,390+35.4% |