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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 | $526,757 | $183,516+187.0% | $155,534+238.7% | $145,884+261.1% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 10.20% | 61.43%-51.2pp | 64.92%-54.7pp | 551.85%-541.7pp |
| Employer contribution / active EE | $2,598 | $5,315-51.1% | $4,675-44.4% | $4,662-44.3% |
| Participant deferral / active EE | $2,519 | $6,467-61.0% | $5,630-55.3% | $6,690-62.3% |
| Admin fee / account holder | $4,020 | $19,293-79.2% | $15,900-74.7% | $13,392-70.0% |