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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 | $278,867 | $63,342+340.3% | $92,235+202.3% | $70,131+297.6% |
| Participation rate | 100.0% | 68.7%+31.3pp | 76.5%+23.5pp | 69.5%+30.5pp |
| Annual return | 14.51% | 530.15%-515.6pp | 176.28%-161.8pp | 73.14%-58.6pp |
| Employer contribution / active EE | $15,421 | $2,471+524.0% | $3,679+319.1% | $2,342+558.3% |
| Participant deferral / active EE | $12,063 | $2,854+322.7% | $3,897+209.6% | $3,332+262.0% |
| Admin fee / account holder | $3,145 | $3,840-18.1% | $5,194-39.4% | $4,645-32.3% |