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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 | $538,684 | $115,814+365.1% | $101,275+431.9% | $158,982+238.8% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 16.82% | 56.16%-39.3pp | 46.48%-29.7pp | 302.99%-286.2pp |
| Employer contribution / active EE | $10,009 | $4,176+139.7% | $3,660+173.5% | $4,763+110.2% |
| Participant deferral / active EE | $11,650 | $4,958+135.0% | $4,371+166.6% | $5,983+94.7% |
| Admin fee / account holder | $4,798 | $7,249-33.8% | $5,948-19.3% | $11,252-57.4% |