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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 | $799,108 | $209,847+280.8% | $189,520+321.6% | $167,518+377.0% |
| Participation rate | 100.0% | 88.7%+11.3pp | 87.8%+12.2pp | 82.1%+17.9pp |
| Annual return | 15.41% | 748.45%-733.0pp | 555.25%-539.8pp | 478.71%-463.3pp |
| Employer contribution / active EE | $15,297 | $6,913+121.3% | $6,161+148.3% | $4,838+216.1% |
| Participant deferral / active EE | $34,064 | $8,934+281.3% | $8,220+314.4% | $6,342+437.1% |
| Admin fee / account holder | $1,161 | $14,295-91.9% | $12,046-90.4% | $12,312-90.6% |