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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 | $882,661 | $184,000+379.7% | $162,185+444.2% | $152,909+477.2% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.5%+17.5pp |
| Annual return | 31.19% | 150.80%-119.6pp | 115.61%-84.4pp | 345.46%-314.3pp |
| Employer contribution / active EE | $19,063 | $6,370+199.2% | $5,613+239.6% | $4,764+300.2% |
| Participant deferral / active EE | $7,827 | $8,033-2.6% | $7,297+7.3% | $5,851+33.8% |
| Admin fee / account holder | $16,714 | $13,124+27.4% | $10,844+54.1% | $11,601+44.1% |