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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 | $535,766 | $183,539+191.9% | $155,556+244.4% | $145,897+267.2% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 11.89% | 61.31%-49.4pp | 64.84%-52.9pp | 552.29%-540.4pp |
| Employer contribution / active EE | $23,357 | $5,315+339.4% | $4,675+399.6% | $4,663+401.0% |
| Participant deferral / active EE | $14,420 | $6,467+123.0% | $5,631+156.1% | $6,689+115.6% |
| Admin fee / account holder | $5,568 | $19,275-71.1% | $15,885-64.9% | $13,390-58.4% |