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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 | $982,749 | $201,370+388.0% | $184,256+433.4% | $145,897+573.6% |
| Participation rate | 83.3% | 87.5%-4.2pp | 86.8%-3.5pp | 80.3%+3.0pp |
| Annual return | 487.26% | 29.05%+458.2pp | 28.85%+458.4pp | 552.29%-65.0pp |
| Employer contribution / active EE | $23,198 | $7,024+230.3% | $6,427+260.9% | $4,663+397.5% |
| Participant deferral / active EE | $10,167 | $9,808+3.7% | $9,133+11.3% | $6,689+52.0% |
| Admin fee / account holder | $3,669 | $16,364-77.6% | $13,899-73.6% | $13,390-72.6% |