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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 | $579,935 | $183,539+216.0% | $155,556+272.8% | $145,897+297.5% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 20.51% | 61.31%-40.8pp | 64.84%-44.3pp | 552.29%-531.8pp |
| Employer contribution / active EE | $22,632 | $5,315+325.8% | $4,675+384.1% | $4,663+385.4% |
| Participant deferral / active EE | $19,835 | $6,467+206.7% | $5,631+252.3% | $6,689+196.5% |
| Admin fee / account holder | $1,620 | $19,275-91.6% | $15,885-89.8% | $13,390-87.9% |