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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 | $475,046 | $102,382+364.0% | $147,005+223.1% | $80,874+487.4% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.2%+17.8pp | 67.6%+32.4pp |
| Annual return | 12.05% | 134.89%-122.8pp | 418.76%-406.7pp | 35.62%-23.6pp |
| Employer contribution / active EE | $7,679 | $3,715+106.7% | $4,934+55.6% | $2,756+178.7% |
| Participant deferral / active EE | $12,051 | $6,646+81.3% | $8,070+49.3% | $4,297+180.5% |
| Admin fee / account holder | $64,209 | $7,942+708.4% | $13,006+393.7% | $6,935+825.8% |