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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 | $549,008 | $183,592+199.0% | $155,574+252.9% | $145,877+276.4% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 13.66% | 61.37%-47.7pp | 64.87%-51.2pp | 551.28%-537.6pp |
| Employer contribution / active EE | $10,949 | $5,317+105.9% | $4,676+134.2% | $4,663+134.8% |
| Participant deferral / active EE | $7,244 | $6,466+12.0% | $5,629+28.7% | $6,691+8.3% |
| Admin fee / account holder | $8,743 | $19,316-54.7% | $15,914-45.1% | $13,402-34.8% |