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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 | $484,517 | $183,592+163.9% | $155,574+211.4% | $145,877+232.1% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 17.55% | 61.37%-43.8pp | 64.87%-47.3pp | 551.28%-533.7pp |
| Employer contribution / active EE | $32,736 | $5,317+515.7% | $4,676+600.1% | $4,663+602.0% |
| Participant deferral / active EE | $20,510 | $6,466+217.2% | $5,629+264.3% | $6,691+206.6% |
| Admin fee / account holder | $36,837 | $19,316+90.7% | $15,914+131.5% | $13,402+174.9% |