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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 | $442,945 | $102,663+331.5% | $86,216+413.8% | $139,466+217.6% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.0%+31.0pp | 80.3%+19.7pp |
| Annual return | 21.53% | 1924.52%-1903.0pp | 1169.42%-1147.9pp | 373.66%-352.1pp |
| Employer contribution / active EE | $7,727 | $3,035+154.6% | $2,382+224.5% | $4,754+62.5% |
| Participant deferral / active EE | $6,324 | $4,677+35.2% | $3,986+58.7% | $6,712-5.8% |
| Admin fee / account holder | $1,787 | $8,663-79.4% | $6,853-73.9% | $11,409-84.3% |