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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 | $495,130 | $111,878+342.6% | $93,727+428.3% | $145,897+239.4% |
| Participation rate | 100.0% | 74.2%+25.8pp | 68.7%+31.3pp | 80.3%+19.7pp |
| Annual return | 8.35% | 204.28%-195.9pp | 133.83%-125.5pp | 552.29%-543.9pp |
| Employer contribution / active EE | $15,549 | $3,092+402.8% | $2,421+542.1% | $4,663+233.5% |
| Participant deferral / active EE | $21,600 | $4,920+339.0% | $4,417+389.0% | $6,689+222.9% |
| Admin fee / account holder | $2,667 | $10,256-74.0% | $8,292-67.8% | $13,390-80.1% |