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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 | $759,863 | $159,978+375.0% | $147,041+416.8% | $145,978+420.5% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 17.52% | 98.36%-80.8pp | 419.21%-401.7pp | 550.52%-533.0pp |
| Employer contribution / active EE | $2,834 | $5,288-46.4% | $4,935-42.6% | $4,662-39.2% |
| Participant deferral / active EE | $20,133 | $8,429+138.9% | $8,071+149.5% | $6,690+201.0% |
| Admin fee / account holder | $8,522 | $15,053-43.4% | $13,006-34.5% | $13,400-36.4% |