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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 | $305,564 | $53,128+475.1% | $86,582+252.9% | $70,126+335.7% |
| Participation rate | 100.0% | 65.3%+34.7pp | 73.5%+26.5pp | 69.5%+30.5pp |
| Annual return | 16.08% | 27.66%-11.6pp | 965.08%-949.0pp | 73.15%-57.1pp |
| Employer contribution / active EE | $21,799 | $2,068+954.1% | $2,839+667.7% | $2,343+830.6% |
| Participant deferral / active EE | $10,889 | $2,695+304.0% | $3,609+201.8% | $3,332+226.8% |
| Admin fee / account holder | $15,004 | $3,584+318.7% | $4,904+205.9% | $4,645+223.0% |