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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 | $354,571 | $173,397+104.5% | $135,987+160.7% | $145,978+142.9% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.4%+23.6pp | 80.3%+19.7pp |
| Annual return | 19.13% | 1165.22%-1146.1pp | 579.77%-560.6pp | 550.52%-531.4pp |
| Employer contribution / active EE | $6,371 | $5,281+20.6% | $4,214+51.2% | $4,662+36.7% |
| Participant deferral / active EE | $30,500 | $8,710+250.2% | $7,027+334.0% | $6,690+355.9% |
| Admin fee / account holder | $1,550 | $9,663-84.0% | $6,716-76.9% | $13,400-88.4% |