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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 | $782,361 | $209,428+273.6% | $178,498+338.3% | $158,950+392.2% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 23.72% | 188.78%-165.1pp | 151.09%-127.4pp | 302.91%-279.2pp |
| Employer contribution / active EE | $9,304 | $5,707+63.0% | $5,011+85.7% | $4,762+95.4% |
| Participant deferral / active EE | $12,892 | $5,955+116.5% | $5,202+147.8% | $5,983+115.5% |
| Admin fee / account holder | $110,680 | $17,077+548.1% | $13,985+691.4% | $11,248+884.0% |