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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 | $322,392 | $96,643+233.6% | $86,617+272.2% | $139,456+131.2% |
| Participation rate | 100.0% | 74.4%+25.6pp | 71.7%+28.3pp | 80.3%+19.7pp |
| Annual return | 19.05% | 106.57%-87.5pp | 591.91%-572.9pp | 373.45%-354.4pp |
| Employer contribution / active EE | $10,240 | $3,264+213.7% | $3,023+238.7% | $4,753+115.5% |
| Participant deferral / active EE | $8,811 | $4,835+82.2% | $4,437+98.6% | $6,711+31.3% |
| Admin fee / account holder | $1,726 | $6,406-73.1% | $5,613-69.2% | $11,407-84.9% |