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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 | $640,314 | $95,415+571.1% | $185,851+244.5% | $85,851+645.8% |
| Participation rate | 100.0% | 68.8%+31.2pp | 81.7%+18.3pp | 69.3%+30.7pp |
| Annual return | 16.40% | 23.59%-7.2pp | 122.11%-105.7pp | 318.63%-302.2pp |
| Employer contribution / active EE | $1,040 | $3,314-68.6% | $5,168-79.9% | $2,565-59.5% |
| Participant deferral / active EE | $19,054 | $3,424+456.5% | $5,569+242.2% | $3,952+382.1% |
| Admin fee / account holder | $2,980 | $7,215-58.7% | $16,245-81.7% | $6,261-52.4% |