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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 | $616,833 | $209,874+193.9% | $189,537+225.4% | $167,536+268.2% |
| Participation rate | 100.0% | 88.7%+11.3pp | 87.8%+12.2pp | 82.1%+17.9pp |
| Annual return | 17.42% | 748.61%-731.2pp | 555.34%-537.9pp | 478.82%-461.4pp |
| Employer contribution / active EE | $19,184 | $6,913+177.5% | $6,161+211.4% | $4,839+296.4% |
| Participant deferral / active EE | $13,512 | $8,934+51.3% | $8,220+64.4% | $6,342+113.1% |
| Admin fee / account holder | $34,978 | $14,299+144.6% | $12,048+190.3% | $12,315+184.0% |