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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 | $374,662 | $85,766+336.8% | $136,298+174.9% | $70,126+434.3% |
| Participation rate | 100.0% | 74.2%+25.8pp | 81.9%+18.1pp | 69.5%+30.5pp |
| Annual return | 15.77% | 31.46%-15.7pp | 5156.27%-5140.5pp | 73.15%-57.4pp |
| Employer contribution / active EE | $13,472 | $2,966+354.2% | $4,696+186.9% | $2,343+475.1% |
| Participant deferral / active EE | $8,837 | $5,051+74.9% | $6,247+41.4% | $3,332+165.2% |
| Admin fee / account holder | $3,887 | $5,421-28.3% | $9,244-58.0% | $4,645-16.3% |