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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 | $939,739 | $117,444+700.2% | $99,479+844.7% | $152,909+514.6% |
| Participation rate | 100.0% | 77.5%+22.5pp | 73.8%+26.2pp | 82.5%+17.5pp |
| Annual return | 23.10% | 31.87%-8.8pp | 30.72%-7.6pp | 345.46%-322.4pp |
| Employer contribution / active EE | $23,101 | $3,014+666.5% | $2,540+809.4% | $4,764+384.9% |
| Participant deferral / active EE | $3,000 | $4,086-26.6% | $3,619-17.1% | $5,851-48.7% |
| Admin fee / account holder | $28,431 | $7,635+272.4% | $6,253+354.7% | $11,601+145.1% |