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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 | $646,479 | $112,121+476.6% | $95,960+573.7% | $158,966+306.7% |
| Participation rate | 100.0% | 79.0%+21.0pp | 77.1%+22.9pp | 82.0%+18.0pp |
| Annual return | 13.27% | 171.16%-157.9pp | 91.63%-78.4pp | 302.95%-289.7pp |
| Employer contribution / active EE | $21,375 | $3,199+568.2% | $2,541+741.1% | $4,762+348.8% |
| Participant deferral / active EE | $10,963 | $4,784+129.2% | $4,167+163.1% | $5,983+83.2% |
| Admin fee / account holder | $4,230 | $10,135-58.3% | $6,797-37.8% | $11,250-62.4% |