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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 | $344,876 | $81,276+324.3% | $155,574+121.7% | $80,925+326.2% |
| Participation rate | 100.0% | 66.2%+33.8pp | 78.2%+21.8pp | 67.7%+32.3pp |
| Annual return | 17.32% | 33.36%-16.0pp | 64.87%-47.5pp | 35.65%-18.3pp |
| Employer contribution / active EE | $13,477 | $3,103+334.3% | $4,676+188.2% | $2,756+389.0% |
| Participant deferral / active EE | $9,337 | $3,453+170.4% | $5,629+65.9% | $4,299+117.2% |
| Admin fee / account holder | $52,088 | $7,993+551.6% | $15,914+227.3% | $6,940+650.5% |