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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 | $335,809 | $100,004+235.8% | $81,438+312.3% | $145,959+130.1% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.5%+30.5pp | 80.3%+19.7pp |
| Annual return | 13.04% | 34.34%-21.3pp | 24.74%-11.7pp | 561.95%-548.9pp |
| Employer contribution / active EE | $10,898 | $2,970+267.0% | $2,460+343.0% | $4,661+133.8% |
| Participant deferral / active EE | $9,141 | $4,603+98.6% | $3,883+135.4% | $6,689+36.7% |
| Admin fee / account holder | $23,028 | $8,202+180.8% | $5,764+299.5% | $13,398+71.9% |