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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 | $358,494 | $96,691+270.8% | $86,656+313.7% | $139,487+157.0% |
| Participation rate | 100.0% | 74.4%+25.6pp | 71.7%+28.3pp | 80.3%+19.7pp |
| Annual return | 12.50% | 106.87%-94.4pp | 593.09%-580.6pp | 373.84%-361.3pp |
| Employer contribution / active EE | $11,613 | $3,267+255.5% | $3,025+283.8% | $4,755+144.2% |
| Participant deferral / active EE | $16,500 | $4,838+241.1% | $4,439+271.7% | $6,713+145.8% |
| Admin fee / account holder | $1,835 | $6,414-71.4% | $5,619-67.3% | $11,407-83.9% |