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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 | $699,500 | $105,200+564.9% | $159,474+338.6% | $85,847+714.8% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.8%+17.2pp | 69.3%+30.7pp |
| Annual return | 14.90% | 45.08%-30.2pp | 263.68%-248.8pp | 318.61%-303.7pp |
| Employer contribution / active EE | $11,580 | $3,319+248.9% | $4,831+139.7% | $2,565+351.4% |
| Participant deferral / active EE | $10,891 | $5,946+83.2% | $7,353+48.1% | $3,952+175.6% |
| Admin fee / account holder | $35,065 | $6,934+405.7% | $10,802+224.6% | $6,261+460.1% |