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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 | $339,335 | $85,171+298.4% | $172,753+96.4% | $72,976+365.0% |
| Participation rate | 100.0% | 70.1%+29.9pp | 82.6%+17.4pp | 69.5%+30.5pp |
| Annual return | 19.12% | 27.32%-8.2pp | 803.00%-783.9pp | 81.02%-61.9pp |
| Employer contribution / active EE | $1,791 | $3,324-46.1% | $5,144-65.2% | $2,440-26.6% |
| Participant deferral / active EE | $3,233 | $3,260-0.8% | $5,198-37.8% | $3,608-10.4% |
| Admin fee / account holder | $29,992 | $5,880+410.0% | $13,956+114.9% | $5,124+485.3% |