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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 | $843,729 | $159,934+427.5% | $147,005+473.9% | $145,959+478.1% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 9.97% | 98.24%-88.3pp | 418.76%-408.8pp | 561.95%-552.0pp |
| Employer contribution / active EE | $15,252 | $5,287+188.5% | $4,934+209.1% | $4,661+227.2% |
| Participant deferral / active EE | $15,250 | $8,427+81.0% | $8,070+89.0% | $6,689+128.0% |
| Admin fee / account holder | $29,584 | $15,053+96.5% | $13,006+127.5% | $13,398+120.8% |