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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 | $774,340 | $137,414+463.5% | $189,545+308.5% | $85,851+802.0% |
| Participation rate | 100.0% | 84.6%+15.4pp | 87.8%+12.2pp | 69.3%+30.7pp |
| Annual return | 13.58% | 38.14%-24.6pp | 555.36%-541.8pp | 318.63%-305.1pp |
| Employer contribution / active EE | $29,028 | $4,344+568.2% | $6,162+371.1% | $2,565+1031.5% |
| Participant deferral / active EE | $18,607 | $6,260+197.2% | $8,220+126.4% | $3,952+370.8% |
| Admin fee / account holder | $5,489 | $8,630-36.4% | $12,049-54.4% | $6,261-12.3% |