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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 | $620,076 | $141,004+339.8% | $112,273+452.3% | $139,456+344.6% |
| Participation rate | 100.0% | 79.2%+20.8pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 11.45% | 32.75%-21.3pp | 30.23%-18.8pp | 373.45%-362.0pp |
| Employer contribution / active EE | $2,511 | $4,285-41.4% | $3,431-26.8% | $4,753-47.2% |
| Participant deferral / active EE | $15,757 | $5,878+168.1% | $4,800+228.3% | $6,711+134.8% |
| Admin fee / account holder | $518,069 | $9,959+5102.0% | $7,752+6582.9% | $11,407+4441.7% |