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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 | $860,194 | $183,592+368.5% | $155,574+452.9% | $145,877+489.7% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 34.41% | 61.37%-27.0pp | 64.87%-30.5pp | 551.28%-516.9pp |
| Employer contribution / active EE | $8,061 | $5,317+51.6% | $4,676+72.4% | $4,663+72.9% |
| Participant deferral / active EE | $19,580 | $6,466+202.8% | $5,629+247.8% | $6,691+192.7% |
| Admin fee / account holder | $142,844 | $19,316+639.5% | $15,914+797.6% | $13,402+965.8% |