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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 | $383,928 | $85,171+350.8% | $172,752+122.2% | $72,975+426.1% |
| Participation rate | 100.0% | 70.1%+29.9pp | 82.6%+17.4pp | 69.5%+30.5pp |
| Annual return | 18.66% | 27.32%-8.7pp | 802.97%-784.3pp | 81.01%-62.4pp |
| Employer contribution / active EE | $16,074 | $3,324+383.6% | $5,144+212.5% | $2,440+558.7% |
| Participant deferral / active EE | $2,379 | $3,260-27.0% | $5,198-54.2% | $3,608-34.1% |
| Admin fee / account holder | $6,212 | $5,880+5.6% | $13,955-55.5% | $5,124+21.2% |