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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 | $710,763 | $100,262+608.9% | $81,370+773.5% | $145,897+387.2% |
| Participation rate | 100.0% | 74.3%+25.7pp | 69.5%+30.5pp | 80.3%+19.7pp |
| Annual return | 12.93% | 34.52%-21.6pp | 24.85%-11.9pp | 552.29%-539.4pp |
| Employer contribution / active EE | $10,076 | $2,979+238.2% | $2,464+308.9% | $4,663+116.1% |
| Participant deferral / active EE | $7,824 | $4,612+69.6% | $3,885+101.4% | $6,689+17.0% |
| Admin fee / account holder | $66,132 | $8,163+710.1% | $5,749+1050.3% | $13,390+393.9% |