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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 | $558,778 | $180,749+209.1% | $160,784+247.5% | $137,256+307.1% |
| Participation rate | 100.0% | 80.0%+20.0pp | 77.0%+23.0pp | 80.0%+20.0pp |
| Annual return | 10.79% | 2234.46%-2223.7pp | 1803.92%-1793.1pp | 220.34%-209.5pp |
| Employer contribution / active EE | $32,063 | $4,155+671.6% | $3,733+758.9% | $4,156+671.5% |
| Participant deferral / active EE | $31,000 | $6,844+352.9% | $6,293+392.6% | $6,407+383.9% |
| Admin fee / account holder | $5,402 | $10,397-48.0% | $9,717-44.4% | $12,270-56.0% |