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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 | $762,453 | $55,437+1275.3% | $155,534+390.2% | $74,459+924.0% |
| Participation rate | 91.3% | 61.9%+29.5pp | 78.2%+13.1pp | 67.2%+24.1pp |
| Annual return | 14.67% | 269.58%-254.9pp | 64.92%-50.2pp | 1369.70%-1355.0pp |
| Employer contribution / active EE | $22,407 | $2,266+888.8% | $4,675+379.3% | $2,626+753.3% |
| Participant deferral / active EE | $13,571 | $2,837+378.3% | $5,630+141.0% | $4,350+212.0% |
| Admin fee / account holder | $55,248 | $1,742+3070.8% | $15,900+247.5% | $1,945+2740.8% |