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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 | $784,808 | $132,634+491.7% | $115,768+577.9% | $137,256+471.8% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.4%+25.6pp | 80.0%+20.0pp |
| Annual return | 13.82% | 160.70%-146.9pp | 100.46%-86.6pp | 220.34%-206.5pp |
| Employer contribution / active EE | $17,293 | $3,360+414.7% | $2,940+488.2% | $4,156+316.1% |
| Participant deferral / active EE | $5,897 | $5,619+5.0% | $4,917+19.9% | $6,407-8.0% |
| Admin fee / account holder | $85,763 | $15,028+470.7% | $12,439+589.4% | $12,270+599.0% |