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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 | $869,381 | $183,592+373.5% | $155,574+458.8% | $145,877+496.0% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 10.16% | 61.37%-51.2pp | 64.87%-54.7pp | 551.28%-541.1pp |
| Employer contribution / active EE | $34,500 | $5,317+548.9% | $4,676+637.9% | $4,663+639.9% |
| Participant deferral / active EE | $26,750 | $6,466+313.7% | $5,629+375.2% | $6,691+299.8% |
| Admin fee / account holder | $14,933 | $19,316-22.7% | $15,914-6.2% | $13,402+11.4% |