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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 | $463,721 | $99,995+363.7% | $85,063+445.2% | $145,978+217.7% |
| Participation rate | 100.0% | 74.1%+25.9pp | 67.5%+32.5pp | 80.3%+19.7pp |
| Annual return | 10.44% | 83.99%-73.6pp | 66.54%-56.1pp | 550.52%-540.1pp |
| Employer contribution / active EE | $18,678 | $3,231+478.1% | $2,727+584.9% | $4,662+300.7% |
| Participant deferral / active EE | $25,605 | $5,295+383.6% | $4,523+466.2% | $6,690+282.8% |
| Admin fee / account holder | $1,040 | $7,255-85.7% | $6,155-83.1% | $13,400-92.2% |