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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 | $804,480 | $175,257+359.0% | $149,717+437.3% | $139,456+476.9% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 40.09% | 166.70%-126.6pp | 134.41%-94.3pp | 373.45%-333.4pp |
| Employer contribution / active EE | $22,334 | $5,477+307.8% | $4,820+363.4% | $4,753+369.9% |
| Participant deferral / active EE | $11,400 | $6,521+74.8% | $5,682+100.6% | $6,711+69.9% |
| Admin fee / account holder | $1,655 | $16,156-89.8% | $13,213-87.5% | $11,407-85.5% |