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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 | $821,592 | $110,410+644.1% | $102,437+702.0% | $145,897+463.1% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 22.66% | 24.85%-2.2pp | 24.95%-2.3pp | 552.29%-529.6pp |
| Employer contribution / active EE | $23,694 | $4,217+461.9% | $3,871+512.2% | $4,663+408.2% |
| Participant deferral / active EE | $18,977 | $5,622+237.6% | $5,060+275.0% | $6,689+183.7% |
| Admin fee / account holder | $26,166 | $9,745+168.5% | $8,388+211.9% | $13,390+95.4% |