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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 | $816,243 | $160,070+409.9% | $147,117+454.8% | $145,897+459.5% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 39.15% | 98.69%-59.5pp | 420.54%-381.4pp | 552.29%-513.1pp |
| Employer contribution / active EE | $5,812 | $5,285+10.0% | $4,932+17.8% | $4,663+24.7% |
| Participant deferral / active EE | $9,928 | $8,419+17.9% | $8,065+23.1% | $6,689+48.4% |
| Admin fee / account holder | $17,136 | $15,035+14.0% | $12,993+31.9% | $13,390+28.0% |