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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 | $385,066 | $83,337+362.1% | $67,834+467.7% | $273,972+40.5% |
| Participation rate | 100.0% | 76.4%+23.6pp | 68.8%+31.2pp | 83.0%+17.0pp |
| Annual return | 4.02% | 259.45%-255.4pp | 138.47%-134.5pp | 41.46%-37.4pp |
| Employer contribution / active EE | $8,351 | $3,287+154.0% | $2,403+247.5% | $4,869+71.5% |
| Participant deferral / active EE | $15,875 | $4,088+288.3% | $3,160+402.4% | $5,287+200.3% |
| Admin fee / account holder | $154,194 | $6,752+2183.7% | $4,622+3235.9% | $10,133+1421.8% |