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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 | $269,513 | $180,749+49.1% | $160,784+67.6% | $137,256+96.4% |
| Participation rate | 100.0% | 80.0%+20.0pp | 77.0%+23.0pp | 80.0%+20.0pp |
| Annual return | 18.27% | 2234.46%-2216.2pp | 1803.92%-1785.6pp | 220.34%-202.1pp |
| Employer contribution / active EE | $16,825 | $4,155+304.9% | $3,733+350.7% | $4,156+304.8% |
| Participant deferral / active EE | $19,313 | $6,844+182.2% | $6,293+206.9% | $6,407+201.4% |
| Admin fee / account holder | $82,212 | $10,397+690.7% | $9,717+746.1% | $12,270+570.0% |