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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 | $725,171 | $102,422+608.0% | $147,117+392.9% | $80,959+795.7% |
| Participation rate | 98.8% | 75.9%+22.9pp | 82.2%+16.6pp | 67.7%+31.1pp |
| Annual return | 12.88% | 135.16%-122.3pp | 420.54%-407.7pp | 35.67%-22.8pp |
| Employer contribution / active EE | $11,913 | $3,717+220.5% | $4,932+141.5% | $2,757+332.1% |
| Participant deferral / active EE | $13,033 | $6,652+95.9% | $8,065+61.6% | $4,300+203.1% |
| Admin fee / account holder | $44,745 | $7,953+462.6% | $12,993+244.4% | $6,925+546.1% |