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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 | $461,322 | $202,342+128.0% | $172,752+167.0% | $152,897+201.7% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 15.59% | 1029.83%-1014.2pp | 802.97%-787.4pp | 345.43%-329.8pp |
| Employer contribution / active EE | $14,060 | $5,858+140.0% | $5,144+173.3% | $4,764+195.2% |
| Participant deferral / active EE | $9,911 | $5,948+66.6% | $5,198+90.7% | $5,851+69.4% |
| Admin fee / account holder | $107,291 | $17,111+527.0% | $13,955+668.8% | $11,599+825.0% |