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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 | $907,201 | $217,427+317.2% | $185,837+388.2% | $167,518+441.6% |
| Participation rate | 100.0% | 86.0%+14.0pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 33.30% | 148.39%-115.1pp | 122.08%-88.8pp | 478.71%-445.4pp |
| Employer contribution / active EE | $26,786 | $5,874+356.0% | $5,168+418.3% | $4,838+453.6% |
| Participant deferral / active EE | $20,857 | $6,357+228.1% | $5,568+274.6% | $6,342+228.9% |
| Admin fee / account holder | $298,030 | $19,816+1404.0% | $16,241+1735.0% | $12,312+2320.6% |