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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 | $626,485 | $159,978+291.6% | $147,041+326.1% | $145,978+329.2% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 12.88% | 98.36%-85.5pp | 419.21%-406.3pp | 550.52%-537.6pp |
| Employer contribution / active EE | $9,284 | $5,288+75.6% | $4,935+88.1% | $4,662+99.2% |
| Participant deferral / active EE | $17,035 | $8,429+102.1% | $8,071+111.1% | $6,690+154.6% |
| Admin fee / account holder | $1,792 | $15,053-88.1% | $13,006-86.2% | $13,400-86.6% |