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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 | $748,078 | $79,449+841.6% | $189,575+294.6% | $85,847+771.4% |
| Participation rate | 100.0% | 66.0%+34.0pp | 78.4%+21.6pp | 69.3%+30.7pp |
| Annual return | 16.57% | 18.45%-1.9pp | 64.19%-47.6pp | 318.61%-302.0pp |
| Employer contribution / active EE | $19,042 | $2,081+815.0% | $4,412+331.6% | $2,565+642.3% |
| Participant deferral / active EE | $15,354 | $4,051+279.0% | $6,174+148.7% | $3,952+288.5% |
| Admin fee / account holder | $17,682 | $5,377+228.8% | $9,806+80.3% | $6,261+182.4% |