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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 | $738,836 | $67,823+989.4% | $52,425+1309.3% | $137,256+438.3% |
| Participation rate | 100.0% | 63.9%+36.1pp | 55.6%+44.4pp | 80.0%+20.0pp |
| Annual return | 10.94% | 219.11%-208.2pp | 302.12%-291.2pp | 220.34%-209.4pp |
| Employer contribution / active EE | $15,930 | $1,163+1269.8% | $914+1642.5% | $4,156+283.3% |
| Participant deferral / active EE | $13,600 | $2,288+494.4% | $1,790+659.6% | $6,407+112.3% |
| Admin fee / account holder | $5,888 | $2,844+107.0% | $2,495+136.0% | $12,270-52.0% |