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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 | $834,660 | $157,304+430.6% | $141,197+491.1% | $152,909+445.9% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 17.96% | 64.34%-46.4pp | 71.41%-53.4pp | 345.46%-327.5pp |
| Employer contribution / active EE | $4,605 | $5,263-12.5% | $4,736-2.8% | $4,764-3.3% |
| Participant deferral / active EE | $13,639 | $7,111+91.8% | $6,710+103.3% | $5,851+133.1% |
| Admin fee / account holder | $55,413 | $12,126+357.0% | $10,265+439.8% | $11,601+377.7% |