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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 | $720,538 | $183,539+292.6% | $155,556+363.2% | $145,897+393.9% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 12.03% | 61.31%-49.3pp | 64.84%-52.8pp | 552.29%-540.3pp |
| Employer contribution / active EE | $24,851 | $5,315+367.5% | $4,675+431.5% | $4,663+433.0% |
| Participant deferral / active EE | $23,468 | $6,467+262.9% | $5,631+316.8% | $6,689+250.8% |
| Admin fee / account holder | $199,534 | $19,275+935.2% | $15,885+1156.1% | $13,390+1390.1% |