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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 | $519,944 | $100,901+415.3% | $75,501+588.7% | $147,586+252.3% |
| Participation rate | 100.0% | 77.1%+22.9pp | 72.4%+27.6pp | 82.8%+17.2pp |
| Annual return | 15.37% | 35.78%-20.4pp | 27.35%-12.0pp | 578.59%-563.2pp |
| Employer contribution / active EE | $12,918 | $3,253+297.1% | $2,352+449.3% | $4,876+164.9% |
| Participant deferral / active EE | $12,086 | $4,027+200.1% | $3,142+284.6% | $5,439+122.2% |
| Admin fee / account holder | $39,951 | $11,285+254.0% | $5,801+588.7% | $10,886+267.0% |