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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 | $434,434 | $77,908+457.6% | $149,696+190.2% | $75,173+477.9% |
| Participation rate | 100.0% | 65.6%+34.4pp | 78.8%+21.2pp | 67.2%+32.8pp |
| Annual return | 14.61% | 31.73%-17.1pp | 134.46%-119.8pp | 160.72%-146.1pp |
| Employer contribution / active EE | $14,007 | $3,138+346.4% | $4,821+190.6% | $2,671+424.4% |
| Participant deferral / active EE | $9,121 | $3,411+167.4% | $5,682+60.5% | $4,126+121.1% |
| Admin fee / account holder | $24,948 | $5,950+319.3% | $13,212+88.8% | $5,651+341.5% |