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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 | $253,504 | $72,446+249.9% | $67,561+275.2% | $145,877+73.8% |
| Participation rate | 90.0% | 76.9%+13.1pp | 72.9%+17.1pp | 80.3%+9.7pp |
| Annual return | 14.36% | 7211.98%-7197.6pp | 3525.44%-3511.1pp | 551.28%-536.9pp |
| Employer contribution / active EE | $7,672 | $3,072+149.7% | $2,735+180.5% | $4,663+64.5% |
| Participant deferral / active EE | $0 | $4,785-100.0% | $4,003-100.0% | $6,691-100.0% |
| Admin fee / account holder | $22,303 | $5,541+302.5% | $4,006+456.8% | $13,402+66.4% |