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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 | $558,028 | $102,595+443.9% | $94,057+493.3% | $154,746+260.6% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 80.7%+19.3pp |
| Annual return | 23.49% | 583.42%-559.9pp | 480.62%-457.1pp | 172.34%-148.8pp |
| Employer contribution / active EE | $3,573 | $3,147+13.5% | $2,933+21.8% | $4,379-18.4% |
| Participant deferral / active EE | $2,643 | $5,118-48.4% | $4,709-43.9% | $6,730-60.7% |
| Admin fee / account holder | $3,788 | $7,736-51.0% | $7,244-47.7% | $14,365-73.6% |