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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 | $630,820 | $150,447+319.3% | $136,298+362.8% | $147,586+327.4% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 15.13% | 1049.15%-1034.0pp | 5156.27%-5141.1pp | 578.59%-563.5pp |
| Employer contribution / active EE | $5,113 | $5,256-2.7% | $4,696+8.9% | $4,876+4.9% |
| Participant deferral / active EE | $14,937 | $6,631+125.3% | $6,247+139.1% | $5,439+174.6% |
| Admin fee / account holder | $215,942 | $10,906+1880.0% | $9,244+2236.0% | $10,886+1883.7% |