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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 | $252,150 | $65,367+285.7% | $92,915+171.4% | $72,976+245.5% |
| Participation rate | 100.0% | 68.3%+31.7pp | 76.0%+24.0pp | 69.5%+30.5pp |
| Annual return | 16.84% | 42.11%-25.3pp | 109.45%-92.6pp | 81.02%-64.2pp |
| Employer contribution / active EE | $14,737 | $2,594+468.1% | $3,653+303.4% | $2,440+503.9% |
| Participant deferral / active EE | $5,439 | $3,128+73.9% | $4,238+28.3% | $3,608+50.8% |
| Admin fee / account holder | $7,695 | $4,251+81.0% | $5,796+32.8% | $5,124+50.2% |