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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 | $275,658 | $169,161+63.0% | $129,295+113.2% | $145,959+88.9% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.6%+30.4pp | 80.3%+19.7pp |
| Annual return | 15.71% | 14348.07%-14332.4pp | 9429.28%-9413.6pp | 561.95%-546.2pp |
| Employer contribution / active EE | $13,036 | $5,543+135.2% | $4,157+213.6% | $4,661+179.7% |
| Participant deferral / active EE | $12,146 | $4,989+143.4% | $4,169+191.3% | $6,689+81.6% |
| Admin fee / account holder | $3,594 | $9,878-63.6% | $7,665-53.1% | $13,398-73.2% |