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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 | $352,548 | $102,422+244.2% | $147,117+139.6% | $80,959+335.5% |
| Participation rate | 100.0% | 75.9%+24.1pp | 82.2%+17.8pp | 67.7%+32.3pp |
| Annual return | 12.48% | 135.16%-122.7pp | 420.54%-408.1pp | 35.67%-23.2pp |
| Employer contribution / active EE | $11,245 | $3,717+202.5% | $4,932+128.0% | $2,757+307.9% |
| Participant deferral / active EE | $14,920 | $6,652+124.3% | $8,065+85.0% | $4,300+247.0% |
| Admin fee / account holder | $32,403 | $7,953+307.4% | $12,993+149.4% | $6,925+367.9% |