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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 | $447,956 | $115,814+286.8% | $101,275+342.3% | $158,982+181.8% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 17.03% | 56.16%-39.1pp | 46.48%-29.5pp | 302.99%-286.0pp |
| Employer contribution / active EE | $26,651 | $4,176+538.2% | $3,660+628.1% | $4,763+459.6% |
| Participant deferral / active EE | $13,185 | $4,958+165.9% | $4,371+201.7% | $5,983+120.4% |
| Admin fee / account holder | $31,920 | $7,249+340.3% | $5,948+436.7% | $11,252+183.7% |