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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 | $471,573 | $100,139+370.9% | $85,187+453.6% | $145,884+223.3% |
| Participation rate | 100.0% | 74.1%+25.9pp | 67.5%+32.5pp | 80.3%+19.7pp |
| Annual return | 11.75% | 84.15%-72.4pp | 66.67%-54.9pp | 551.85%-540.1pp |
| Employer contribution / active EE | $25,767 | $3,238+695.8% | $2,732+843.0% | $4,662+452.7% |
| Participant deferral / active EE | $22,688 | $5,296+328.4% | $4,525+401.4% | $6,690+239.2% |
| Admin fee / account holder | $3,271 | $7,262-55.0% | $6,162-46.9% | $13,392-75.6% |