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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 | $515,317 | $183,592+180.7% | $155,574+231.2% | $145,877+253.3% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 12.01% | 61.37%-49.4pp | 64.87%-52.9pp | 551.28%-539.3pp |
| Employer contribution / active EE | $32,832 | $5,317+517.5% | $4,676+602.2% | $4,663+604.1% |
| Participant deferral / active EE | $26,276 | $6,466+306.4% | $5,629+366.8% | $6,691+292.7% |
| Admin fee / account holder | $156,303 | $19,316+709.2% | $15,914+882.2% | $13,402+1066.3% |