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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 | $633,241 | $184,000+244.2% | $162,185+290.4% | $152,909+314.1% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.5%+17.5pp |
| Annual return | 20.92% | 150.80%-129.9pp | 115.61%-94.7pp | 345.46%-324.5pp |
| Employer contribution / active EE | $55,541 | $6,370+771.9% | $5,613+889.5% | $4,764+1065.9% |
| Participant deferral / active EE | $21,548 | $8,033+168.3% | $7,297+195.3% | $5,851+268.3% |
| Admin fee / account holder | $94,644 | $13,124+621.2% | $10,844+772.8% | $11,601+715.8% |