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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 | $552,608 | $88,778+522.5% | $81,844+575.2% | $145,884+278.8% |
| Participation rate | 100.0% | 75.1%+24.9pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 14.40% | 1033.03%-1018.6pp | 778.87%-764.5pp | 551.85%-537.4pp |
| Employer contribution / active EE | $4,693 | $3,087+52.0% | $2,916+60.9% | $4,662+0.7% |
| Participant deferral / active EE | $17,264 | $4,648+271.4% | $4,323+299.3% | $6,690+158.1% |
| Admin fee / account holder | $3,192 | $8,430-62.1% | $7,355-56.6% | $13,392-76.2% |