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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 | $296,718 | $150,442+97.2% | $136,295+117.7% | $147,585+101.0% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 18.30% | 1049.09%-1030.8pp | 5155.97%-5137.7pp | 578.56%-560.3pp |
| Employer contribution / active EE | $7,977 | $5,256+51.8% | $4,695+69.9% | $4,876+63.6% |
| Participant deferral / active EE | $12,162 | $6,630+83.4% | $6,247+94.7% | $5,439+123.6% |
| Admin fee / account holder | $62,163 | $10,905+470.0% | $9,243+572.5% | $10,885+471.1% |