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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 | $894,360 | $111,814+699.9% | $93,654+855.0% | $145,959+512.7% |
| Participation rate | 100.0% | 74.2%+25.8pp | 68.7%+31.3pp | 80.3%+19.7pp |
| Annual return | 19.89% | 203.30%-183.4pp | 133.34%-113.5pp | 561.95%-542.1pp |
| Employer contribution / active EE | $13,333 | $3,092+331.3% | $2,421+450.8% | $4,661+186.1% |
| Participant deferral / active EE | $21,033 | $4,914+328.0% | $4,413+376.6% | $6,689+214.5% |
| Admin fee / account holder | $25,506 | $10,246+148.9% | $8,282+208.0% | $13,398+90.4% |