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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 | $471,744 | $104,577+351.1% | $76,667+515.3% | $152,909+208.5% |
| Participation rate | 100.0% | 76.6%+23.4pp | 72.1%+27.9pp | 82.5%+17.5pp |
| Annual return | 10.00% | 1014.36%-1004.4pp | 1166.74%-1156.7pp | 345.46%-335.5pp |
| Employer contribution / active EE | $6,661 | $3,119+113.6% | $2,303+189.2% | $4,764+39.8% |
| Participant deferral / active EE | $10,568 | $4,237+149.4% | $3,336+216.8% | $5,851+80.6% |
| Admin fee / account holder | $17,171 | $12,290+39.7% | $6,423+167.3% | $11,601+48.0% |