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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 | $844,090 | $85,171+891.0% | $172,752+388.6% | $72,975+1056.7% |
| Participation rate | 100.0% | 70.1%+29.9pp | 82.6%+17.4pp | 69.5%+30.5pp |
| Annual return | 29.19% | 27.32%+1.9pp | 802.97%-773.8pp | 81.01%-51.8pp |
| Employer contribution / active EE | $20,454 | $3,324+515.3% | $5,144+297.6% | $2,440+738.3% |
| Participant deferral / active EE | $10,417 | $3,260+219.6% | $5,198+100.4% | $3,608+188.8% |
| Admin fee / account holder | $204,152 | $5,880+3371.8% | $13,955+1362.9% | $5,124+3884.2% |