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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 | $578,804 | $169,161+242.2% | $129,295+347.7% | $145,959+296.6% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.6%+30.4pp | 80.3%+19.7pp |
| Annual return | 17.83% | 14348.07%-14330.2pp | 9429.28%-9411.5pp | 561.95%-544.1pp |
| Employer contribution / active EE | $22,295 | $5,543+302.2% | $4,157+436.3% | $4,661+378.4% |
| Participant deferral / active EE | $14,760 | $4,989+195.8% | $4,169+254.0% | $6,689+120.7% |
| Admin fee / account holder | $3,660 | $9,878-62.9% | $7,665-52.3% | $13,398-72.7% |