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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 | $547,574 | $95,979+470.5% | $74,551+634.5% | $135,380+304.5% |
| Participation rate | 100.0% | 75.7%+24.3pp | 69.1%+30.9pp | 82.6%+17.4pp |
| Annual return | 15.40% | 56.97%-41.6pp | 32.53%-17.1pp | 519.81%-504.4pp |
| Employer contribution / active EE | $5,264 | $2,716+93.8% | $1,961+168.4% | $4,779+10.1% |
| Participant deferral / active EE | $11,820 | $3,844+207.5% | $3,108+280.3% | $5,609+110.7% |
| Admin fee / account holder | $3,008 | $6,522-53.9% | $5,059-40.6% | $10,828-72.2% |