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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 | $945,600 | $185,883+408.7% | $170,043+456.1% | $139,466+578.0% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 30.29% | 60.54%-30.3pp | 53.40%-23.1pp | 373.66%-343.4pp |
| Employer contribution / active EE | $25,066 | $7,596+230.0% | $6,790+269.2% | $4,754+427.3% |
| Participant deferral / active EE | $21,797 | $11,626+87.5% | $10,410+109.4% | $6,712+224.7% |
| Admin fee / account holder | $1,130 | $15,393-92.7% | $12,824-91.2% | $11,409-90.1% |