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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 | $479,121 | $183,539+161.0% | $155,556+208.0% | $145,897+228.4% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 177.56% | 61.31%+116.3pp | 64.84%+112.7pp | 552.29%-374.7pp |
| Employer contribution / active EE | $1,441 | $5,315-72.9% | $4,675-69.2% | $4,663-69.1% |
| Participant deferral / active EE | $17,508 | $6,467+170.7% | $5,631+210.9% | $6,689+161.7% |
| Admin fee / account holder | $3,233 | $19,275-83.2% | $15,885-79.6% | $13,390-75.9% |