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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 | $540,571 | $150,447+259.3% | $136,298+296.6% | $147,586+266.3% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 14.66% | 1049.15%-1034.5pp | 5156.27%-5141.6pp | 578.59%-563.9pp |
| Employer contribution / active EE | $8,081 | $5,256+53.7% | $4,696+72.1% | $4,876+65.7% |
| Participant deferral / active EE | $6,538 | $6,631-1.4% | $6,247+4.7% | $5,439+20.2% |
| Admin fee / account holder | $55,459 | $10,906+408.5% | $9,244+500.0% | $10,886+409.5% |