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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 | $501,755 | $202,440+147.9% | $169,390+196.2% | $139,466+259.8% |
| Participation rate | 100.0% | 81.1%+18.9pp | 77.2%+22.8pp | 80.3%+19.7pp |
| Annual return | 65.10% | 532.36%-467.3pp | 406.07%-341.0pp | 373.66%-308.6pp |
| Employer contribution / active EE | $4,283 | $4,693-8.7% | $4,013+6.8% | $4,754-9.9% |
| Participant deferral / active EE | $14,724 | $6,940+112.2% | $6,222+136.6% | $6,712+119.4% |
| Admin fee / account holder | $2,863 | $10,722-73.3% | $9,015-68.2% | $11,409-74.9% |