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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 | $707,833 | $88,710+697.9% | $81,783+765.5% | $145,959+385.0% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 13.56% | 1027.26%-1013.7pp | 775.05%-761.5pp | 561.95%-548.4pp |
| Employer contribution / active EE | $17,471 | $3,083+466.6% | $2,913+499.8% | $4,661+274.9% |
| Participant deferral / active EE | $38,043 | $4,645+719.0% | $4,320+780.6% | $6,689+468.8% |
| Admin fee / account holder | $204,237 | $8,407+2329.3% | $7,380+2667.5% | $13,398+1424.4% |