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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 | $281,435 | $88,754+217.1% | $81,820+244.0% | $145,877+92.9% |
| Participation rate | 100.0% | 75.1%+24.9pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 13.33% | 1031.77%-1018.4pp | 777.93%-764.6pp | 551.28%-538.0pp |
| Employer contribution / active EE | $0 | $3,085-100.0% | $2,915-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $39,193 | $4,648+743.3% | $4,323+806.7% | $6,691+485.8% |
| Admin fee / account holder | $16,500 | $8,424+95.9% | $7,391+123.3% | $13,402+23.1% |