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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 | $751,145 | $202,342+271.2% | $172,752+334.8% | $152,897+391.3% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 18.12% | 1029.83%-1011.7pp | 802.97%-784.8pp | 345.43%-327.3pp |
| Employer contribution / active EE | $37,000 | $5,858+531.6% | $5,144+619.3% | $4,764+676.7% |
| Participant deferral / active EE | $23,000 | $5,948+286.7% | $5,198+342.5% | $5,851+293.1% |
| Admin fee / account holder | $19,238 | $17,111+12.4% | $13,955+37.9% | $11,599+65.9% |