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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 | $948,368 | $93,345+916.0% | $119,126+696.1% | $87,485+984.0% |
| Participation rate | 100.0% | 68.7%+31.3pp | 75.8%+24.2pp | 68.9%+31.1pp |
| Annual return | 67.87% | 19.08%+48.8pp | 282.11%-214.2pp | 26.06%+41.8pp |
| Employer contribution / active EE | $3,708 | $3,172+16.9% | $4,034-8.1% | $2,596+42.8% |
| Participant deferral / active EE | $7,138 | $4,099+74.2% | $5,318+34.2% | $4,274+67.0% |
| Admin fee / account holder | $2,104 | $8,039-73.8% | $10,693-80.3% | $7,775-72.9% |