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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 | $383,476 | $91,198+320.5% | $178,503+114.8% | $79,856+380.2% |
| Participation rate | 100.0% | 69.2%+30.8pp | 81.9%+18.1pp | 69.6%+30.4pp |
| Annual return | 14.09% | 24.20%-10.1pp | 151.12%-137.0pp | 31.71%-17.6pp |
| Employer contribution / active EE | $13,132 | $3,257+303.2% | $5,011+162.0% | $2,471+431.4% |
| Participant deferral / active EE | $5,952 | $3,237+83.9% | $5,202+14.4% | $3,741+59.1% |
| Admin fee / account holder | $76,367 | $6,748+1031.7% | $13,987+446.0% | $5,306+1339.1% |