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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 | $260,860 | $95,406+173.4% | $185,849+40.4% | $85,847+203.9% |
| Participation rate | 100.0% | 68.8%+31.2pp | 81.7%+18.3pp | 69.3%+30.7pp |
| Annual return | 28.18% | 23.59%+4.6pp | 122.10%-93.9pp | 318.61%-290.4pp |
| Employer contribution / active EE | $7,563 | $3,314+128.2% | $5,169+46.3% | $2,565+194.8% |
| Participant deferral / active EE | $3,766 | $3,424+10.0% | $5,569-32.4% | $3,952-4.7% |
| Admin fee / account holder | $32,138 | $7,214+345.5% | $16,244+97.9% | $6,261+413.3% |