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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 | $677,091 | $100,203+575.7% | $85,240+694.3% | $145,897+364.1% |
| Participation rate | 100.0% | 74.1%+25.9pp | 67.5%+32.5pp | 80.3%+19.7pp |
| Annual return | 11.67% | 84.28%-72.6pp | 66.75%-55.1pp | 552.29%-540.6pp |
| Employer contribution / active EE | $8,333 | $3,242+157.1% | $2,735+204.7% | $4,663+78.7% |
| Participant deferral / active EE | $5,600 | $5,299+5.7% | $4,527+23.7% | $6,689-16.3% |
| Admin fee / account holder | $471 | $7,265-93.5% | $6,165-92.4% | $13,390-96.5% |