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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 | $343,766 | $169,356+103.0% | $129,406+165.6% | $145,897+135.6% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.6%+30.4pp | 80.3%+19.7pp |
| Annual return | 16.85% | 14418.62%-14401.8pp | 9468.18%-9451.3pp | 552.29%-535.4pp |
| Employer contribution / active EE | $37,950 | $5,542+584.8% | $4,155+813.3% | $4,663+713.9% |
| Participant deferral / active EE | $23,000 | $4,987+361.2% | $4,167+451.9% | $6,689+243.8% |
| Admin fee / account holder | $2,921 | $9,915-70.5% | $7,689-62.0% | $13,390-78.2% |