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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 | $699,446 | $133,998+422.0% | $112,263+523.0% | $134,545+419.9% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | 1.01% | 47.17%-46.2pp | 27.49%-26.5pp | 418.37%-417.4pp |
| Employer contribution / active EE | $19,622 | $4,040+385.7% | $3,636+439.6% | $4,742+313.8% |
| Participant deferral / active EE | $12,994 | $5,292+145.5% | $4,729+174.7% | $6,401+103.0% |
| Admin fee / account holder | $8,155 | $7,493+8.8% | $6,410+27.2% | $11,431-28.7% |