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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 | $295,362 | $171,492+72.2% | $150,734+95.9% | $198,609+48.7% |
| Participation rate | 100.0% | 81.4%+18.6pp | 78.4%+21.6pp | 82.4%+17.6pp |
| Annual return | 7.55% | 804.70%-797.2pp | 600.81%-593.3pp | 202.70%-195.1pp |
| Employer contribution / active EE | $32,624 | $5,470+496.4% | $4,918+563.3% | $5,055+545.3% |
| Participant deferral / active EE | $20,100 | $6,259+221.1% | $5,610+258.3% | $6,977+188.1% |
| Admin fee / account holder | $152,331 | $17,628+764.1% | $14,905+922.0% | $19,030+700.5% |