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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 | $607,769 | $114,130+432.5% | $96,192+531.8% | $167,553+262.7% |
| Participation rate | 90.0% | 75.1%+14.9pp | 68.4%+21.6pp | 82.1%+7.9pp |
| Annual return | 16.52% | 190.07%-173.5pp | 192.09%-175.6pp | 478.89%-462.4pp |
| Employer contribution / active EE | $0 | $3,431-100.0% | $2,799-100.0% | $4,840-100.0% |
| Participant deferral / active EE | $14,038 | $5,198+170.1% | $4,351+222.7% | $6,343+121.3% |
| Admin fee / account holder | $53,488 | $6,901+675.0% | $5,539+865.6% | $12,316+334.3% |