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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 | $692,345 | $107,368+544.8% | $92,915+645.1% | $152,909+352.8% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.5%+17.5pp |
| Annual return | 18.60% | 145.64%-127.0pp | 109.45%-90.8pp | 345.46%-326.9pp |
| Employer contribution / active EE | $27,881 | $4,222+560.3% | $3,653+663.1% | $4,764+485.3% |
| Participant deferral / active EE | $1,980 | $4,848-59.2% | $4,238-53.3% | $5,851-66.2% |
| Admin fee / account holder | $24,442 | $7,082+245.1% | $5,796+321.7% | $11,601+110.7% |