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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 | $434,896 | $124,187+250.2% | $108,410+301.2% | $167,518+159.6% |
| Participation rate | 100.0% | 82.3%+17.7pp | 80.1%+19.9pp | 82.1%+17.9pp |
| Annual return | 13.42% | 1379.80%-1366.4pp | 905.34%-891.9pp | 478.71%-465.3pp |
| Employer contribution / active EE | $27,569 | $4,187+558.5% | $3,558+674.8% | $4,838+469.8% |
| Participant deferral / active EE | $11,237 | $6,908+62.7% | $6,562+71.2% | $6,342+77.2% |
| Admin fee / account holder | $50,287 | $9,456+431.8% | $7,296+589.3% | $12,312+308.4% |