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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 | $493,766 | $78,690+527.5% | $161,489+205.8% | $87,485+464.4% |
| Participation rate | 100.0% | 67.5%+32.5pp | 78.7%+21.3pp | 68.9%+31.1pp |
| Annual return | 16.49% | 32.74%-16.2pp | 89.72%-73.2pp | 26.06%-9.6pp |
| Employer contribution / active EE | $14,885 | $2,588+475.1% | $4,268+248.7% | $2,596+473.4% |
| Participant deferral / active EE | $12,809 | $3,311+286.9% | $5,630+127.5% | $4,274+199.7% |
| Admin fee / account holder | $15,509 | $6,724+130.7% | $16,006-3.1% | $7,775+99.5% |