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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 | $370,347 | $111,830+231.2% | $93,696+295.3% | $145,884+153.9% |
| Participation rate | 100.0% | 74.2%+25.8pp | 68.7%+31.3pp | 80.3%+19.7pp |
| Annual return | 12.35% | 204.08%-191.7pp | 133.74%-121.4pp | 551.85%-539.5pp |
| Employer contribution / active EE | $43,410 | $3,093+1303.5% | $2,422+1692.4% | $4,662+831.1% |
| Participant deferral / active EE | $24,000 | $4,920+387.8% | $4,417+443.4% | $6,690+258.8% |
| Admin fee / account holder | $1,707 | $10,249-83.3% | $8,287-79.4% | $13,392-87.3% |