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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 | $961,003 | $176,077+445.8% | $159,455+502.7% | $167,518+473.7% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 11.89% | 331.83%-319.9pp | 263.63%-251.7pp | 478.71%-466.8pp |
| Employer contribution / active EE | $22,875 | $5,298+331.8% | $4,830+373.6% | $4,838+372.8% |
| Participant deferral / active EE | $18,917 | $7,751+144.1% | $7,353+157.3% | $6,342+198.3% |
| Admin fee / account holder | $278,211 | $12,556+2115.7% | $10,800+2475.9% | $12,312+2159.6% |