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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 | $430,426 | $72,426+494.3% | $67,560+537.1% | $145,897+195.0% |
| Participation rate | 100.0% | 76.9%+23.1pp | 72.9%+27.1pp | 80.3%+19.7pp |
| Annual return | 10.11% | 7226.78%-7216.7pp | 3533.50%-3523.4pp | 552.29%-542.2pp |
| Employer contribution / active EE | $25,140 | $3,074+717.7% | $2,737+818.6% | $4,663+439.2% |
| Participant deferral / active EE | $15,250 | $4,785+218.7% | $4,004+280.9% | $6,689+128.0% |
| Admin fee / account holder | $2,716 | $5,514-50.7% | $3,994-32.0% | $13,390-79.7% |