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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 | $363,335 | $85,766+323.6% | $136,298+166.6% | $70,126+418.1% |
| Participation rate | 100.0% | 74.2%+25.8pp | 81.9%+18.1pp | 69.5%+30.5pp |
| Annual return | 17.98% | 31.46%-13.5pp | 5156.27%-5138.3pp | 73.15%-55.2pp |
| Employer contribution / active EE | $16,166 | $2,966+445.1% | $4,696+244.3% | $2,343+590.1% |
| Participant deferral / active EE | $12,523 | $5,051+147.9% | $6,247+100.5% | $3,332+275.9% |
| Admin fee / account holder | $37,295 | $5,421+588.0% | $9,244+303.5% | $4,645+702.8% |