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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 | $311,824 | $150,442+107.3% | $136,295+128.8% | $147,585+111.3% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 15.24% | 1049.09%-1033.9pp | 5155.97%-5140.7pp | 578.56%-563.3pp |
| Employer contribution / active EE | $7,858 | $5,256+49.5% | $4,695+67.4% | $4,876+61.1% |
| Participant deferral / active EE | $10,550 | $6,630+59.1% | $6,247+68.9% | $5,439+94.0% |
| Admin fee / account holder | $10,265 | $10,905-5.9% | $9,243+11.1% | $10,885-5.7% |