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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 | $550,091 | $109,372+403.0% | $89,414+515.2% | $158,966+246.0% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.0%+32.0pp | 82.0%+18.0pp |
| Annual return | 8.48% | 345.55%-337.1pp | 245.50%-237.0pp | 302.95%-294.5pp |
| Employer contribution / active EE | $8,750 | $3,171+175.9% | $2,586+238.3% | $4,762+83.7% |
| Participant deferral / active EE | $9,625 | $4,598+109.3% | $3,890+147.5% | $5,983+60.9% |
| Admin fee / account holder | $315 | $6,156-94.9% | $4,883-93.5% | $11,250-97.2% |