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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 | $626,777 | $142,354+340.3% | $125,529+399.3% | $155,188+303.9% |
| Participation rate | 100.0% | 78.1%+21.9pp | 74.7%+25.3pp | 80.8%+19.2pp |
| Annual return | 12.28% | 306.06%-293.8pp | 202.56%-190.3pp | 148.84%-136.6pp |
| Employer contribution / active EE | $16,097 | $3,501+359.7% | $3,058+426.5% | $4,248+279.0% |
| Participant deferral / active EE | $10,305 | $5,491+87.7% | $4,813+114.1% | $6,531+57.8% |
| Admin fee / account holder | $4,056 | $19,392-79.1% | $16,298-75.1% | $14,480-72.0% |