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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 | $539,214 | $95,664+463.7% | $76,902+601.2% | $139,487+286.6% |
| Participation rate | 100.0% | 74.0%+26.0pp | 69.6%+30.4pp | 80.3%+19.7pp |
| Annual return | 15.97% | 55.03%-39.1pp | 37.91%-21.9pp | 373.84%-357.9pp |
| Employer contribution / active EE | $27,256 | $3,147+766.1% | $2,534+975.6% | $4,755+473.2% |
| Participant deferral / active EE | $14,143 | $4,626+205.7% | $3,833+268.9% | $6,713+110.7% |
| Admin fee / account holder | $2,936 | $8,311-64.7% | $5,479-46.4% | $11,407-74.3% |