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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 | $496,402 | $112,915+339.6% | $90,965+445.7% | $158,950+212.3% |
| Participation rate | 100.0% | 74.7%+25.3pp | 69.0%+31.0pp | 82.0%+18.0pp |
| Annual return | 16.95% | 215.75%-198.8pp | 134.57%-117.6pp | 302.91%-286.0pp |
| Employer contribution / active EE | $3,150 | $2,894+8.9% | $2,122+48.4% | $4,762-33.9% |
| Participant deferral / active EE | $6,034 | $4,128+46.2% | $3,373+78.9% | $5,983+0.9% |
| Admin fee / account holder | $14,622 | $8,044+81.8% | $5,960+145.3% | $11,248+30.0% |