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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 | $683,335 | $162,785+319.8% | $133,959+410.1% | $158,950+329.9% |
| Participation rate | 100.0% | 83.2%+16.8pp | 79.8%+20.2pp | 82.0%+18.0pp |
| Annual return | 13.91% | 41.94%-28.0pp | 45.09%-31.2pp | 302.91%-289.0pp |
| Employer contribution / active EE | $16,594 | $4,975+233.5% | $3,919+323.5% | $4,762+248.5% |
| Participant deferral / active EE | $15,611 | $5,910+164.1% | $5,047+209.3% | $5,983+160.9% |
| Admin fee / account holder | $2,691 | $11,738-77.1% | $8,928-69.9% | $11,248-76.1% |