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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 | $716,599 | $183,539+290.4% | $155,556+360.7% | $145,897+391.2% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 9.15% | 61.31%-52.2pp | 64.84%-55.7pp | 552.29%-543.1pp |
| Employer contribution / active EE | $22,736 | $5,315+327.7% | $4,675+386.3% | $4,663+387.6% |
| Participant deferral / active EE | $17,160 | $6,467+165.4% | $5,631+204.8% | $6,689+156.5% |
| Admin fee / account holder | $3,515 | $19,275-81.8% | $15,885-77.9% | $13,390-73.8% |