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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 | $747,360 | $183,592+307.1% | $155,567+380.4% | $145,959+412.0% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 13.00% | 61.24%-48.2pp | 64.74%-51.7pp | 561.95%-549.0pp |
| Employer contribution / active EE | $2,021 | $5,315-62.0% | $4,674-56.8% | $4,661-56.6% |
| Participant deferral / active EE | $21,027 | $6,464+225.3% | $5,628+273.6% | $6,689+214.4% |
| Admin fee / account holder | $4,354 | $19,318-77.5% | $15,916-72.6% | $13,398-67.5% |