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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 | $703,744 | $150,207+368.5% | $120,380+484.6% | $145,978+382.1% |
| Participation rate | 100.0% | 78.8%+21.2pp | 71.9%+28.1pp | 80.3%+19.7pp |
| Annual return | 13.27% | 154.28%-141.0pp | 107.28%-94.0pp | 550.52%-537.2pp |
| Employer contribution / active EE | $2,576 | $4,351-40.8% | $3,465-25.7% | $4,662-44.7% |
| Participant deferral / active EE | $9,866 | $6,175+59.8% | $4,992+97.6% | $6,690+47.5% |
| Admin fee / account holder | $9,055 | $12,203-25.8% | $9,421-3.9% | $13,400-32.4% |