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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 | $326,001 | $95,406+241.7% | $185,849+75.4% | $85,847+279.7% |
| Participation rate | 100.0% | 68.8%+31.2pp | 81.7%+18.3pp | 69.3%+30.7pp |
| Annual return | 15.91% | 23.59%-7.7pp | 122.10%-106.2pp | 318.61%-302.7pp |
| Employer contribution / active EE | $13,464 | $3,314+306.3% | $5,169+160.5% | $2,565+424.9% |
| Participant deferral / active EE | $8,777 | $3,424+156.4% | $5,569+57.6% | $3,952+122.1% |
| Admin fee / account holder | $22,989 | $7,214+218.7% | $16,244+41.5% | $6,261+267.2% |