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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 | $421,518 | $150,447+180.2% | $136,298+209.3% | $147,586+185.6% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 75.87% | 1049.15%-973.3pp | 5156.27%-5080.4pp | 578.59%-502.7pp |
| Employer contribution / active EE | $8,006 | $5,256+52.3% | $4,696+70.5% | $4,876+64.2% |
| Participant deferral / active EE | $11,222 | $6,631+69.2% | $6,247+79.6% | $5,439+106.3% |
| Admin fee / account holder | $2,265 | $10,906-79.2% | $9,244-75.5% | $10,886-79.2% |