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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 | $517,003 | $101,618+408.8% | $93,063+455.5% | $137,256+276.7% |
| Participation rate | 100.0% | 74.9%+25.1pp | 72.1%+27.9pp | 80.0%+20.0pp |
| Annual return | 20.31% | 223.95%-203.6pp | 34.15%-13.8pp | 220.34%-200.0pp |
| Employer contribution / active EE | $8,650 | $2,707+219.5% | $2,476+249.3% | $4,156+108.1% |
| Participant deferral / active EE | $23,500 | $4,279+449.2% | $3,958+493.7% | $6,407+266.8% |
| Admin fee / account holder | $3,519 | $6,198-43.2% | $6,033-41.7% | $12,270-71.3% |