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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 | $419,319 | $102,696+308.3% | $86,235+386.2% | $139,487+200.6% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.0%+31.0pp | 80.3%+19.7pp |
| Annual return | 9.58% | 1925.91%-1916.3pp | 1170.03%-1160.4pp | 373.84%-364.3pp |
| Employer contribution / active EE | $8,725 | $3,034+187.6% | $2,381+266.4% | $4,755+83.5% |
| Participant deferral / active EE | $16,832 | $4,679+259.7% | $3,987+322.2% | $6,713+150.7% |
| Admin fee / account holder | $2,283 | $8,667-73.7% | $6,856-66.7% | $11,407-80.0% |