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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 | $536,889 | $202,342+165.3% | $172,753+210.8% | $152,909+251.1% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 27.18% | 1029.88%-1002.7pp | 803.00%-775.8pp | 345.46%-318.3pp |
| Employer contribution / active EE | $25,845 | $5,857+341.2% | $5,144+402.4% | $4,764+442.5% |
| Participant deferral / active EE | $19,227 | $5,948+223.2% | $5,198+269.9% | $5,851+228.6% |
| Admin fee / account holder | $571 | $17,112-96.7% | $13,956-95.9% | $11,601-95.1% |