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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 | $993,440 | $109,344+808.5% | $89,400+1011.2% | $158,950+525.0% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.0%+32.0pp | 82.0%+18.0pp |
| Annual return | 16.93% | 345.73%-328.8pp | 245.64%-228.7pp | 302.91%-286.0pp |
| Employer contribution / active EE | $1,438 | $3,170-54.7% | $2,586-44.4% | $4,762-69.8% |
| Participant deferral / active EE | $9,692 | $4,599+110.7% | $3,890+149.1% | $5,983+62.0% |
| Admin fee / account holder | $16,711 | $6,154+171.5% | $4,882+242.3% | $11,248+48.6% |