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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 | $797,848 | $160,040+398.5% | $147,096+442.4% | $145,877+446.9% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 12.62% | 98.49%-85.9pp | 419.75%-407.1pp | 551.28%-538.7pp |
| Employer contribution / active EE | $18,875 | $5,289+256.9% | $4,936+282.4% | $4,663+304.8% |
| Participant deferral / active EE | $17,199 | $8,429+104.1% | $8,071+113.1% | $6,691+157.1% |
| Admin fee / account holder | $21,785 | $15,050+44.8% | $13,005+67.5% | $13,402+62.5% |