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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 | $384,951 | $150,445+155.9% | $136,297+182.4% | $147,585+160.8% |
| Participation rate | 83.3% | 84.4%-1.1pp | 81.9%+1.4pp | 82.8%+0.5pp |
| Annual return | 16.82% | 1049.14%-1032.3pp | 5156.16%-5139.3pp | 578.57%-561.8pp |
| Employer contribution / active EE | $10,790 | $5,256+105.3% | $4,696+129.8% | $4,876+121.3% |
| Participant deferral / active EE | $10,380 | $6,631+56.6% | $6,247+66.2% | $5,439+90.9% |
| Admin fee / account holder | $200,722 | $10,906+1740.5% | $9,244+2071.4% | $10,885+1743.9% |