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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 | $428,571 | $150,447+184.9% | $136,298+214.4% | $147,586+190.4% |
| Participation rate | 94.4% | 84.4%+10.0pp | 81.9%+12.5pp | 82.8%+11.6pp |
| Annual return | 15.81% | 1049.15%-1033.3pp | 5156.27%-5140.5pp | 578.59%-562.8pp |
| Employer contribution / active EE | $6,646 | $5,256+26.4% | $4,696+41.5% | $4,876+36.3% |
| Participant deferral / active EE | $10,929 | $6,631+64.8% | $6,247+74.9% | $5,439+100.9% |
| Admin fee / account holder | $677 | $10,906-93.8% | $9,244-92.7% | $10,886-93.8% |