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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 | $346,519 | $95,406+263.2% | $185,849+86.5% | $85,847+303.6% |
| Participation rate | 100.0% | 68.8%+31.2pp | 81.7%+18.3pp | 69.3%+30.7pp |
| Annual return | 15.23% | 23.59%-8.4pp | 122.10%-106.9pp | 318.61%-303.4pp |
| Employer contribution / active EE | $22,846 | $3,314+589.5% | $5,169+342.0% | $2,565+790.6% |
| Participant deferral / active EE | $11,538 | $3,424+237.0% | $5,569+107.2% | $3,952+191.9% |
| Admin fee / account holder | $27,820 | $7,214+285.6% | $16,244+71.3% | $6,261+344.4% |