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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 | $802,391 | $150,412+433.5% | $120,574+565.5% | $145,884+450.0% |
| Participation rate | 100.0% | 78.8%+21.2pp | 71.9%+28.1pp | 80.3%+19.7pp |
| Annual return | 12.81% | 154.50%-141.7pp | 107.42%-94.6pp | 551.85%-539.0pp |
| Employer contribution / active EE | $16,590 | $4,355+281.0% | $3,471+378.0% | $4,662+255.8% |
| Participant deferral / active EE | $15,334 | $6,175+148.3% | $4,996+206.9% | $6,690+129.2% |
| Admin fee / account holder | $207,089 | $12,224+1594.2% | $9,445+2092.6% | $13,392+1446.4% |