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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 | $641,863 | $148,623+331.9% | $135,974+372.0% | $139,466+360.2% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 57.49% | 79.30%-21.8pp | 68.30%-10.8pp | 373.66%-316.2pp |
| Employer contribution / active EE | $10,697 | $5,246+103.9% | $4,859+120.2% | $4,754+125.0% |
| Participant deferral / active EE | $28,482 | $8,103+251.5% | $7,760+267.0% | $6,712+324.3% |
| Admin fee / account holder | $257,420 | $12,406+1975.0% | $10,767+2290.9% | $11,409+2156.4% |