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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 | $102,429+363.8% | $147,096+222.9% | $80,925+487.0% |
| Participation rate | 100.0% | 75.9%+24.1pp | 82.2%+17.8pp | 67.7%+32.3pp |
| Annual return | 12.05% | 135.02%-123.0pp | 419.75%-407.7pp | 35.65%-23.6pp |
| Employer contribution / active EE | $7,679 | $3,716+106.7% | $4,936+55.6% | $2,756+178.6% |
| Participant deferral / active EE | $12,051 | $6,649+81.3% | $8,071+49.3% | $4,299+180.3% |
| Admin fee / account holder | $64,209 | $7,957+707.0% | $13,005+393.7% | $6,940+825.2% |