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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 | $725,118 | $72,071+906.1% | $68,368+960.6% | $137,256+428.3% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.0%+20.0pp |
| Annual return | 18.82% | 353.14%-334.3pp | 292.57%-273.8pp | 220.34%-201.5pp |
| Employer contribution / active EE | $46,075 | $2,788+1552.7% | $2,649+1639.4% | $4,156+1008.6% |
| Participant deferral / active EE | $31,000 | $4,410+602.9% | $4,123+651.9% | $6,407+383.9% |
| Admin fee / account holder | $3,780 | $5,336-29.2% | $5,150-26.6% | $12,270-69.2% |