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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 | $326,955 | $79,223+312.7% | $102,460+219.1% | $74,478+339.0% |
| Participation rate | 100.0% | 74.8%+25.2pp | 76.5%+23.5pp | 67.2%+32.8pp |
| Annual return | 11.99% | 54.98%-43.0pp | 29.47%-17.5pp | 1370.56%-1358.6pp |
| Employer contribution / active EE | $11,539 | $2,363+388.3% | $3,025+281.4% | $2,626+339.4% |
| Participant deferral / active EE | $11,799 | $4,417+167.1% | $5,056+133.4% | $4,350+171.2% |
| Admin fee / account holder | $42,720 | $2,003+2032.7% | $9,460+351.6% | $1,946+2095.5% |