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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 | $670,044 | $102,429+554.2% | $147,096+355.5% | $80,925+728.0% |
| Participation rate | 100.0% | 75.9%+24.1pp | 82.2%+17.8pp | 67.7%+32.3pp |
| Annual return | 14.05% | 135.02%-121.0pp | 419.75%-405.7pp | 35.65%-21.6pp |
| Employer contribution / active EE | $18,137 | $3,716+388.1% | $4,936+267.5% | $2,756+558.0% |
| Participant deferral / active EE | $13,942 | $6,649+109.7% | $8,071+72.7% | $4,299+224.3% |
| Admin fee / account holder | $43,252 | $7,957+443.6% | $13,005+232.6% | $6,940+523.2% |