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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 | $362,479 | $85,766+322.6% | $136,298+165.9% | $70,126+416.9% |
| Participation rate | 100.0% | 74.2%+25.8pp | 81.9%+18.1pp | 69.5%+30.5pp |
| Annual return | 20.55% | 31.46%-10.9pp | 5156.27%-5135.7pp | 73.15%-52.6pp |
| Employer contribution / active EE | $18,041 | $2,966+508.2% | $4,696+284.2% | $2,343+670.1% |
| Participant deferral / active EE | $13,397 | $5,051+165.2% | $6,247+114.5% | $3,332+302.1% |
| Admin fee / account holder | $15,811 | $5,421+191.7% | $9,244+71.0% | $4,645+240.4% |