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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 | $283,536 | $102,393+176.9% | $147,041+92.8% | $80,911+250.4% |
| Participation rate | 100.0% | 75.9%+24.1pp | 82.2%+17.8pp | 67.6%+32.4pp |
| Annual return | 13.58% | 134.95%-121.4pp | 419.21%-405.6pp | 35.63%-22.0pp |
| Employer contribution / active EE | $31,922 | $3,715+759.2% | $4,935+546.8% | $2,756+1058.3% |
| Participant deferral / active EE | $15,584 | $6,647+134.5% | $8,071+93.1% | $4,297+262.7% |
| Admin fee / account holder | $38,516 | $7,943+384.9% | $13,006+196.1% | $6,935+455.4% |