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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 | $254,588 | $156,963+62.2% | $121,204+110.0% | $139,466+82.5% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.5%+30.5pp | 80.3%+19.7pp |
| Annual return | 20.87% | 1476.75%-1455.9pp | 987.18%-966.3pp | 373.66%-352.8pp |
| Employer contribution / active EE | $43,500 | $5,544+684.6% | $4,170+943.2% | $4,754+815.0% |
| Participant deferral / active EE | $22,500 | $4,848+364.1% | $4,083+451.1% | $6,712+235.2% |
| Admin fee / account holder | $724 | $6,953-89.6% | $5,651-87.2% | $11,409-93.7% |