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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 | $717,611 | $95,406+652.2% | $185,849+286.1% | $85,847+735.9% |
| Participation rate | 100.0% | 68.8%+31.2pp | 81.7%+18.3pp | 69.3%+30.7pp |
| Annual return | 30.99% | 23.59%+7.4pp | 122.10%-91.1pp | 318.61%-287.6pp |
| Employer contribution / active EE | $21,148 | $3,314+538.2% | $5,169+309.2% | $2,565+724.4% |
| Participant deferral / active EE | $16,676 | $3,424+387.1% | $5,569+199.5% | $3,952+322.0% |
| Admin fee / account holder | $3,309 | $7,214-54.1% | $16,244-79.6% | $6,261-47.1% |