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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 | $883,359 | $197,603+347.0% | $177,827+396.8% | $158,950+455.7% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 37.43% | 58.76%-21.3pp | 48.32%-10.9pp | 302.91%-265.5pp |
| Employer contribution / active EE | $28,424 | $6,698+324.4% | $5,918+380.3% | $4,762+496.9% |
| Participant deferral / active EE | $14,757 | $8,404+75.6% | $7,713+91.3% | $5,983+146.7% |
| Admin fee / account holder | $2,921 | $15,402-81.0% | $12,429-76.5% | $11,248-74.0% |