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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 | $785,850 | $183,592+328.0% | $155,574+405.1% | $145,877+438.7% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 16.07% | 61.37%-45.3pp | 64.87%-48.8pp | 551.28%-535.2pp |
| Employer contribution / active EE | $47,043 | $5,317+784.8% | $4,676+906.1% | $4,663+908.9% |
| Participant deferral / active EE | $25,799 | $6,466+299.0% | $5,629+358.3% | $6,691+285.6% |
| Admin fee / account holder | $82,693 | $19,316+328.1% | $15,914+419.6% | $13,402+517.0% |