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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 | $863,883 | $202,342+326.9% | $172,753+400.1% | $152,909+465.0% |
| Participation rate | 90.9% | 87.1%+3.9pp | 82.6%+8.3pp | 82.5%+8.5pp |
| Annual return | 24.58% | 1029.88%-1005.3pp | 803.00%-778.4pp | 345.46%-320.9pp |
| Employer contribution / active EE | $25,479 | $5,857+335.0% | $5,144+395.3% | $4,764+434.8% |
| Participant deferral / active EE | $21,140 | $5,948+255.4% | $5,198+306.7% | $5,851+261.3% |
| Admin fee / account holder | $911 | $17,112-94.7% | $13,956-93.5% | $11,601-92.1% |