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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 | $450,430 | $85,169+428.9% | $172,755+160.7% | $72,983+517.2% |
| Participation rate | 94.9% | 70.1%+24.9pp | 82.6%+12.3pp | 69.5%+25.4pp |
| Annual return | 25.71% | 27.32%-1.6pp | 802.94%-777.2pp | 81.01%-55.3pp |
| Employer contribution / active EE | $19,081 | $3,324+474.1% | $5,144+270.9% | $2,440+682.0% |
| Participant deferral / active EE | $14,016 | $3,260+330.0% | $5,198+169.7% | $3,608+288.5% |
| Admin fee / account holder | $855 | $5,880-85.5% | $13,955-93.9% | $5,124-83.3% |