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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 | $1,701,839 | $166,268+923.6% | $165,100+930.8% | $145,897+1066.5% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 330.62% | 100.52%+230.1pp | 70.21%+260.4pp | 552.29%-221.7pp |
| Employer contribution / active EE | $24,851 | $5,284+370.3% | $4,348+471.5% | $4,663+433.0% |
| Participant deferral / active EE | $14,200 | $6,964+103.9% | $6,035+135.3% | $6,689+112.3% |
| Admin fee / account holder | $46,288 | $16,659+177.8% | $12,696+264.6% | $13,390+245.7% |