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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 | $429,652 | $104,577+310.8% | $76,667+460.4% | $152,909+181.0% |
| Participation rate | 100.0% | 76.6%+23.4pp | 72.1%+27.9pp | 82.5%+17.5pp |
| Annual return | 17.82% | 1014.36%-996.5pp | 1166.74%-1148.9pp | 345.46%-327.6pp |
| Employer contribution / active EE | $10,549 | $3,119+238.2% | $2,303+358.1% | $4,764+121.4% |
| Participant deferral / active EE | $11,815 | $4,237+178.8% | $3,336+254.2% | $5,851+101.9% |
| Admin fee / account holder | $52,523 | $12,290+327.4% | $6,423+717.7% | $11,601+352.8% |