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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 | $498,410 | $176,688+182.1% | $130,660+281.5% | $152,885+226.0% |
| Participation rate | 100.0% | 79.0%+21.0pp | 71.7%+28.3pp | 82.5%+17.5pp |
| Annual return | 22.63% | 2693.08%-2670.5pp | 1709.29%-1686.7pp | 345.39%-322.8pp |
| Employer contribution / active EE | $29,125 | $5,743+407.1% | $4,092+611.7% | $4,763+511.5% |
| Participant deferral / active EE | $9,500 | $4,362+117.8% | $3,603+163.7% | $5,851+62.4% |
| Admin fee / account holder | $176,234 | $7,131+2371.4% | $5,463+3125.9% | $11,598+1419.5% |