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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 | $580,911 | $118,708+389.4% | $98,920+487.3% | $158,982+265.4% |
| Participation rate | 100.0% | 77.8%+22.2pp | 76.0%+24.0pp | 82.0%+18.0pp |
| Annual return | 14.57% | 372.49%-357.9pp | 196.47%-181.9pp | 302.99%-288.4pp |
| Employer contribution / active EE | $9,313 | $3,334+179.3% | $2,689+246.3% | $4,763+95.5% |
| Participant deferral / active EE | $3,700 | $5,089-27.3% | $4,245-12.8% | $5,983-38.2% |
| Admin fee / account holder | $7,789 | $10,134-23.1% | $6,643+17.3% | $11,252-30.8% |