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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 | $389,594 | $85,171+357.4% | $172,753+125.5% | $72,976+433.9% |
| Participation rate | 100.0% | 70.1%+29.9pp | 82.6%+17.4pp | 69.5%+30.5pp |
| Annual return | 17.14% | 27.32%-10.2pp | 803.00%-785.9pp | 81.02%-63.9pp |
| Employer contribution / active EE | $14,520 | $3,324+336.8% | $5,144+182.3% | $2,440+495.1% |
| Participant deferral / active EE | $8,875 | $3,260+172.3% | $5,198+70.8% | $3,608+146.0% |
| Admin fee / account holder | $145,088 | $5,880+2367.4% | $13,956+939.6% | $5,124+2731.5% |