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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 | $693,002 | $105,200+558.7% | $159,474+334.6% | $85,847+707.3% |
| Participation rate | 98.6% | 75.8%+22.8pp | 82.8%+15.8pp | 69.3%+29.3pp |
| Annual return | 17.21% | 45.08%-27.9pp | 263.68%-246.5pp | 318.61%-301.4pp |
| Employer contribution / active EE | $23,046 | $3,319+594.4% | $4,831+377.1% | $2,565+798.3% |
| Participant deferral / active EE | $7,121 | $5,946+19.8% | $7,353-3.2% | $3,952+80.2% |
| Admin fee / account holder | $15,211 | $6,934+119.4% | $10,802+40.8% | $6,261+143.0% |