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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 | $322,970 | $89,367+261.4% | $141,191+128.7% | $72,975+342.6% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.5%+17.5pp | 69.5%+30.5pp |
| Annual return | 28.29% | 111.87%-83.6pp | 71.41%-43.1pp | 81.01%-52.7pp |
| Employer contribution / active EE | $10,500 | $3,115+237.1% | $4,736+121.7% | $2,440+330.3% |
| Participant deferral / active EE | $8,876 | $5,419+63.8% | $6,710+32.3% | $3,608+146.0% |
| Admin fee / account holder | $7,488 | $5,957+25.7% | $10,264-27.0% | $5,124+46.1% |