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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 | $433,113 | $125,237+245.8% | $105,608+310.1% | $145,877+196.9% |
| Participation rate | 100.0% | 77.7%+22.3pp | 75.3%+24.7pp | 80.3%+19.7pp |
| Annual return | 22.00% | 225.76%-203.8pp | 116.50%-94.5pp | 551.28%-529.3pp |
| Employer contribution / active EE | $23,599 | $3,720+534.3% | $3,167+645.1% | $4,663+406.1% |
| Participant deferral / active EE | $18,552 | $5,711+224.9% | $5,010+270.3% | $6,691+177.3% |
| Admin fee / account holder | $6,530 | $17,287-62.2% | $11,028-40.8% | $13,402-51.3% |