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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 | $1,573,537 | $73,546+2039.5% | $63,018+2396.9% | $147,586+966.2% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.8%+25.2pp | 82.8%+17.2pp |
| Annual return | 13.55% | 175.56%-162.0pp | 87.62%-74.1pp | 578.59%-565.0pp |
| Employer contribution / active EE | $30,214 | $3,324+809.0% | $2,761+994.4% | $4,876+519.6% |
| Participant deferral / active EE | $22,500 | $4,185+437.7% | $3,330+575.8% | $5,439+313.7% |
| Admin fee / account holder | $51,413 | $5,956+763.2% | $3,601+1327.8% | $10,886+372.3% |