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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 | $951,539 | $169,161+462.5% | $129,295+635.9% | $145,959+551.9% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.6%+30.4pp | 80.3%+19.7pp |
| Annual return | 12.22% | 14348.07%-14335.9pp | 9429.28%-9417.1pp | 561.95%-549.7pp |
| Employer contribution / active EE | $27,811 | $5,543+401.7% | $4,157+569.0% | $4,661+496.7% |
| Participant deferral / active EE | $15,000 | $4,989+200.6% | $4,169+259.8% | $6,689+124.3% |
| Admin fee / account holder | $21,539 | $9,878+118.0% | $7,665+181.0% | $13,398+60.8% |