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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 | $724,927 | $115,814+525.9% | $101,275+615.8% | $158,982+356.0% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 29.45% | 56.16%-26.7pp | 46.48%-17.0pp | 302.99%-273.5pp |
| Employer contribution / active EE | $17,197 | $4,176+311.8% | $3,660+369.8% | $4,763+261.1% |
| Participant deferral / active EE | $16,016 | $4,958+223.0% | $4,371+266.4% | $5,983+167.7% |
| Admin fee / account holder | $2,285 | $7,249-68.5% | $5,948-61.6% | $11,252-79.7% |