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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 | $398,039 | $150,446+164.6% | $136,297+192.0% | $147,585+169.7% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 13.76% | 1049.14%-1035.4pp | 5156.19%-5142.4pp | 578.58%-564.8pp |
| Employer contribution / active EE | $17,894 | $5,256+240.4% | $4,696+281.1% | $4,876+266.9% |
| Participant deferral / active EE | $13,145 | $6,631+98.2% | $6,247+110.4% | $5,439+141.7% |
| Admin fee / account holder | $167,422 | $10,906+1435.1% | $9,244+1711.2% | $10,886+1438.0% |