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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 | $329,343 | $108,701+203.0% | $74,723+340.8% | $152,909+115.4% |
| Participation rate | 100.0% | 65.4%+34.6pp | 54.5%+45.5pp | 82.5%+17.5pp |
| Annual return | 21.42% | 114.12%-92.7pp | 753.18%-731.8pp | 345.46%-324.0pp |
| Employer contribution / active EE | $5,360 | $1,504+256.3% | $1,084+394.3% | $4,764+12.5% |
| Participant deferral / active EE | $4,268 | $2,709+57.6% | $1,962+117.6% | $5,851-27.1% |
| Admin fee / account holder | $1,126 | $4,906-77.1% | $3,335-66.2% | $11,601-90.3% |