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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 | $663,774 | $180,459+267.8% | $154,108+330.7% | $135,380+390.3% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -0.20% | 888.21%-888.4pp | 735.21%-735.4pp | 519.81%-520.0pp |
| Employer contribution / active EE | $19,470 | $6,035+222.6% | $5,298+267.5% | $4,779+307.4% |
| Participant deferral / active EE | $27,000 | $5,806+365.0% | $5,081+431.4% | $5,609+381.4% |
| Admin fee / account holder | $327,578 | $16,145+1929.0% | $13,411+2342.5% | $10,828+2925.3% |