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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 | $720,887 | $102,393+604.0% | $147,041+390.3% | $80,911+791.0% |
| Participation rate | 100.0% | 75.9%+24.1pp | 82.2%+17.8pp | 67.6%+32.4pp |
| Annual return | 13.65% | 134.95%-121.3pp | 419.21%-405.6pp | 35.63%-22.0pp |
| Employer contribution / active EE | $17,819 | $3,715+379.6% | $4,935+261.1% | $2,756+546.6% |
| Participant deferral / active EE | $13,832 | $6,647+108.1% | $8,071+71.4% | $4,297+221.9% |
| Admin fee / account holder | $46,501 | $7,943+485.4% | $13,006+257.5% | $6,935+570.6% |