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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 | $563,759 | $105,960+432.0% | $81,726+589.8% | $158,982+254.6% |
| Participation rate | 100.0% | 75.6%+24.4pp | 72.0%+28.0pp | 82.0%+18.0pp |
| Annual return | 16.77% | 38.19%-21.4pp | 29.49%-12.7pp | 302.99%-286.2pp |
| Employer contribution / active EE | $25,106 | $7,805+221.7% | $4,311+482.4% | $4,763+427.1% |
| Participant deferral / active EE | $8,907 | $13,011-31.5% | $7,108+25.3% | $5,983+48.9% |
| Admin fee / account holder | $7,717 | $8,494-9.2% | $5,160+49.5% | $11,252-31.4% |