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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 | $592,488 | $183,516+222.9% | $155,534+280.9% | $145,884+306.1% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 43.26% | 61.43%-18.2pp | 64.92%-21.7pp | 551.85%-508.6pp |
| Employer contribution / active EE | $9,507 | $5,315+78.9% | $4,675+103.4% | $4,662+103.9% |
| Participant deferral / active EE | $7,783 | $6,467+20.4% | $5,630+38.2% | $6,690+16.3% |
| Admin fee / account holder | $7,452 | $19,293-61.4% | $15,900-53.1% | $13,392-44.4% |