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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 | $400,702 | $104,577+283.2% | $76,667+422.6% | $152,909+162.1% |
| Participation rate | 100.0% | 76.6%+23.4pp | 72.1%+27.9pp | 82.5%+17.5pp |
| Annual return | 22.56% | 1014.36%-991.8pp | 1166.74%-1144.2pp | 345.46%-322.9pp |
| Employer contribution / active EE | $23,615 | $3,119+657.2% | $2,303+925.5% | $4,764+395.7% |
| Participant deferral / active EE | $8,259 | $4,237+94.9% | $3,336+147.6% | $5,851+41.1% |
| Admin fee / account holder | $2,141 | $12,290-82.6% | $6,423-66.7% | $11,601-81.5% |