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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 | $567,435 | $105,198+439.4% | $159,455+255.9% | $85,856+560.9% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.8%+17.2pp | 69.3%+30.7pp |
| Annual return | 17.72% | 45.08%-27.4pp | 263.63%-245.9pp | 318.58%-300.9pp |
| Employer contribution / active EE | $8,545 | $3,319+157.5% | $4,830+76.9% | $2,565+233.1% |
| Participant deferral / active EE | $14,183 | $5,946+138.5% | $7,353+92.9% | $3,952+258.9% |
| Admin fee / account holder | $60,192 | $6,934+768.0% | $10,800+457.3% | $6,261+861.5% |