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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 | $588,994 | $142,426+313.5% | $115,167+411.4% | $152,909+285.2% |
| Participation rate | 100.0% | 82.4%+17.6pp | 75.9%+24.1pp | 82.5%+17.5pp |
| Annual return | 14.86% | 41.48%-26.6pp | 35.60%-20.7pp | 345.46%-330.6pp |
| Employer contribution / active EE | $24,715 | $4,011+516.2% | $3,179+677.4% | $4,764+418.8% |
| Participant deferral / active EE | $12,500 | $5,165+142.0% | $4,169+199.9% | $5,851+113.6% |
| Admin fee / account holder | $3,599 | $8,464-57.5% | $7,089-49.2% | $11,601-69.0% |