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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 | $708,030 | $202,342+249.9% | $172,752+309.9% | $152,897+363.1% |
| Participation rate | 83.3% | 87.1%-3.7pp | 82.6%+0.7pp | 82.5%+0.9pp |
| Annual return | 24.82% | 1029.83%-1005.0pp | 802.97%-778.2pp | 345.43%-320.6pp |
| Employer contribution / active EE | $23,611 | $5,858+303.1% | $5,144+359.0% | $4,764+395.7% |
| Participant deferral / active EE | $13,139 | $5,948+120.9% | $5,198+152.8% | $5,851+124.6% |
| Admin fee / account holder | $32,842 | $17,111+91.9% | $13,955+135.3% | $11,599+183.1% |