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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 | $538,853 | $202,342+166.3% | $172,752+211.9% | $152,897+252.4% |
| Participation rate | 93.3% | 87.1%+6.3pp | 82.6%+10.7pp | 82.5%+10.9pp |
| Annual return | 20.32% | 1029.83%-1009.5pp | 802.97%-782.7pp | 345.43%-325.1pp |
| Employer contribution / active EE | $21,634 | $5,858+269.3% | $5,144+320.6% | $4,764+354.2% |
| Participant deferral / active EE | $13,927 | $5,948+134.1% | $5,198+167.9% | $5,851+138.0% |
| Admin fee / account holder | $19,095 | $17,111+11.6% | $13,955+36.8% | $11,599+64.6% |