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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 | $499,086 | $198,457+151.5% | $170,435+192.8% | $147,586+238.2% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 13.20% | 257.30%-244.1pp | 205.94%-192.7pp | 578.59%-565.4pp |
| Employer contribution / active EE | $13,887 | $6,183+124.6% | $5,432+155.6% | $4,876+184.8% |
| Participant deferral / active EE | $9,609 | $5,629+70.7% | $4,939+94.5% | $5,439+76.7% |
| Admin fee / account holder | $4,708 | $16,852-72.1% | $13,881-66.1% | $10,886-56.8% |