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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 | $951,573 | $78,690+1109.3% | $161,489+489.3% | $87,485+987.7% |
| Participation rate | 100.0% | 67.5%+32.5pp | 78.7%+21.3pp | 68.9%+31.1pp |
| Annual return | 17.21% | 32.74%-15.5pp | 89.72%-72.5pp | 26.06%-8.8pp |
| Employer contribution / active EE | $23,019 | $2,588+789.4% | $4,268+439.3% | $2,596+786.7% |
| Participant deferral / active EE | $8,347 | $3,311+152.1% | $5,630+48.3% | $4,274+95.3% |
| Admin fee / account holder | $16,850 | $6,724+150.6% | $16,006+5.3% | $7,775+116.7% |