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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 | $576,114 | $100,938+470.8% | $90,461+536.9% | $158,982+262.4% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 11.33% | 1727.20%-1715.9pp | 1294.76%-1283.4pp | 302.99%-291.7pp |
| Employer contribution / active EE | $15,544 | $3,691+321.1% | $3,264+376.2% | $4,763+226.4% |
| Participant deferral / active EE | $11,932 | $4,350+174.3% | $3,964+201.0% | $5,983+99.4% |
| Admin fee / account holder | $1,742 | $6,510-73.2% | $5,617-69.0% | $11,252-84.5% |