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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 | $314,533 | $53,127+492.0% | $86,587+263.3% | $70,131+348.5% |
| Participation rate | 100.0% | 65.3%+34.7pp | 73.5%+26.5pp | 69.5%+30.5pp |
| Annual return | 13.49% | 27.66%-14.2pp | 964.86%-951.4pp | 73.14%-59.6pp |
| Employer contribution / active EE | $10,052 | $2,068+386.0% | $2,839+254.0% | $2,342+329.1% |
| Participant deferral / active EE | $9,416 | $2,696+249.3% | $3,609+160.9% | $3,332+182.6% |
| Admin fee / account holder | $61,864 | $3,585+1625.4% | $4,906+1161.0% | $4,645+1231.7% |