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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 | $321,181 | $72,446+343.3% | $67,561+375.4% | $145,877+120.2% |
| Participation rate | 100.0% | 76.9%+23.1pp | 72.9%+27.1pp | 80.3%+19.7pp |
| Annual return | 12.91% | 7211.98%-7199.1pp | 3525.44%-3512.5pp | 551.28%-538.4pp |
| Employer contribution / active EE | $7,707 | $3,072+150.9% | $2,735+181.8% | $4,663+65.3% |
| Participant deferral / active EE | $3,071 | $4,785-35.8% | $4,003-23.3% | $6,691-54.1% |
| Admin fee / account holder | $2,012 | $5,541-63.7% | $4,006-49.8% | $13,402-85.0% |