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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 | $701,189 | $125,190+460.1% | $105,624+563.9% | $145,897+380.6% |
| Participation rate | 100.0% | 77.6%+22.4pp | 75.3%+24.7pp | 80.3%+19.7pp |
| Annual return | 11.91% | 225.22%-213.3pp | 116.20%-104.3pp | 552.29%-540.4pp |
| Employer contribution / active EE | $16,052 | $3,720+331.5% | $3,168+406.8% | $4,663+244.3% |
| Participant deferral / active EE | $4,357 | $5,716-23.8% | $5,013-13.1% | $6,689-34.9% |
| Admin fee / account holder | $24,480 | $17,138+42.8% | $10,961+123.3% | $13,390+82.8% |