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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 | $327,051 | $77,908+319.8% | $149,696+118.5% | $75,173+335.1% |
| Participation rate | 100.0% | 65.6%+34.4pp | 78.8%+21.2pp | 67.2%+32.8pp |
| Annual return | 20.70% | 31.73%-11.0pp | 134.46%-113.8pp | 160.72%-140.0pp |
| Employer contribution / active EE | $19,192 | $3,138+511.6% | $4,821+298.1% | $2,671+618.5% |
| Participant deferral / active EE | $16,223 | $3,411+375.6% | $5,682+185.5% | $4,126+293.2% |
| Admin fee / account holder | $1,502 | $5,950-74.7% | $13,212-88.6% | $5,651-73.4% |