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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 | $508,819 | $78,690+546.6% | $161,489+215.1% | $87,485+481.6% |
| Participation rate | 100.0% | 67.5%+32.5pp | 78.7%+21.3pp | 68.9%+31.1pp |
| Annual return | 16.28% | 32.74%-16.5pp | 89.72%-73.4pp | 26.06%-9.8pp |
| Employer contribution / active EE | $13,708 | $2,588+429.6% | $4,268+221.2% | $2,596+428.0% |
| Participant deferral / active EE | $10,529 | $3,311+218.0% | $5,630+87.0% | $4,274+146.4% |
| Admin fee / account holder | $84,243 | $6,724+1153.0% | $16,006+426.3% | $7,775+983.5% |