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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 | $549,813 | $171,492+220.6% | $150,734+264.8% | $198,609+176.8% |
| Participation rate | 100.0% | 81.4%+18.6pp | 78.4%+21.6pp | 82.4%+17.6pp |
| Annual return | 13.88% | 804.70%-790.8pp | 600.81%-586.9pp | 202.70%-188.8pp |
| Employer contribution / active EE | $9,002 | $5,470+64.6% | $4,918+83.0% | $5,055+78.1% |
| Participant deferral / active EE | $5,493 | $6,259-12.2% | $5,610-2.1% | $6,977-21.3% |
| Admin fee / account holder | $889 | $17,628-95.0% | $14,905-94.0% | $19,030-95.3% |