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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 | $340,113 | $109,872+209.6% | $98,483+245.4% | $167,536+103.0% |
| Participation rate | 90.9% | 75.8%+15.1pp | 73.3%+17.6pp | 82.1%+8.8pp |
| Annual return | 14.82% | 1959.31%-1944.5pp | 1494.38%-1479.6pp | 478.82%-464.0pp |
| Employer contribution / active EE | $14,299 | $3,225+343.4% | $2,961+382.9% | $4,839+195.5% |
| Participant deferral / active EE | $5,663 | $4,673+21.2% | $4,276+32.4% | $6,342-10.7% |
| Admin fee / account holder | $649 | $6,757-90.4% | $5,953-89.1% | $12,315-94.7% |