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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 | $924,483 | $185,905+397.3% | $170,057+443.6% | $139,487+562.8% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 22.42% | 60.56%-38.1pp | 53.42%-31.0pp | 373.84%-351.4pp |
| Employer contribution / active EE | $56,970 | $7,597+649.9% | $6,790+739.0% | $4,755+1098.2% |
| Participant deferral / active EE | $29,622 | $11,627+154.8% | $10,411+184.5% | $6,713+341.3% |
| Admin fee / account holder | $19,597 | $15,397+27.3% | $12,826+52.8% | $11,407+71.8% |