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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 | $952,412 | $202,342+370.7% | $172,752+451.3% | $152,897+522.9% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 18.99% | 1029.83%-1010.8pp | 802.97%-784.0pp | 345.43%-326.4pp |
| Employer contribution / active EE | $52,529 | $5,858+796.7% | $5,144+921.1% | $4,764+1002.7% |
| Participant deferral / active EE | $12,150 | $5,948+104.3% | $5,198+133.8% | $5,851+107.7% |
| Admin fee / account holder | $124,437 | $17,111+627.2% | $13,955+791.7% | $11,599+972.8% |