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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 | $615,428 | $88,778+593.2% | $81,844+652.0% | $145,884+321.9% |
| Participation rate | 100.0% | 75.1%+24.9pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 12.03% | 1033.03%-1021.0pp | 778.87%-766.8pp | 551.85%-539.8pp |
| Employer contribution / active EE | $21,892 | $3,087+609.2% | $2,916+650.6% | $4,662+369.6% |
| Participant deferral / active EE | $20,939 | $4,648+350.5% | $4,323+384.3% | $6,690+213.0% |
| Admin fee / account holder | $27,751 | $8,430+229.2% | $7,355+277.3% | $13,392+107.2% |