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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 | $861,839 | $209,874+310.6% | $189,537+354.7% | $167,536+414.4% |
| Participation rate | 100.0% | 88.7%+11.3pp | 87.8%+12.2pp | 82.1%+17.9pp |
| Annual return | 17.56% | 748.61%-731.1pp | 555.34%-537.8pp | 478.82%-461.3pp |
| Employer contribution / active EE | $33,399 | $6,913+383.1% | $6,161+442.1% | $4,839+590.2% |
| Participant deferral / active EE | $28,449 | $8,934+218.4% | $8,220+246.1% | $6,342+348.6% |
| Admin fee / account holder | $17,059 | $14,299+19.3% | $12,048+41.6% | $12,315+38.5% |