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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 | $521,906 | $183,539+184.4% | $155,556+235.5% | $145,897+257.7% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 13.23% | 61.31%-48.1pp | 64.84%-51.6pp | 552.29%-539.1pp |
| Employer contribution / active EE | $37,767 | $5,315+610.5% | $4,675+707.8% | $4,663+710.0% |
| Participant deferral / active EE | $22,875 | $6,467+253.7% | $5,631+306.2% | $6,689+242.0% |
| Admin fee / account holder | $12,491 | $19,275-35.2% | $15,885-21.4% | $13,390-6.7% |