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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 | $992,081 | $172,111+476.4% | $150,298+560.1% | $137,256+622.8% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 16.16% | 69.37%-53.2pp | 62.79%-46.6pp | 220.34%-204.2pp |
| Employer contribution / active EE | $11,530 | $4,636+148.7% | $4,154+177.6% | $4,156+177.4% |
| Participant deferral / active EE | $21,440 | $6,166+247.7% | $5,453+293.2% | $6,407+234.7% |
| Admin fee / account holder | $2,124 | $16,471-87.1% | $14,116-85.0% | $12,270-82.7% |