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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 | $646,546 | $114,093+466.7% | $96,171+572.3% | $167,536+285.9% |
| Participation rate | 100.0% | 75.1%+24.9pp | 68.4%+31.6pp | 82.1%+17.9pp |
| Annual return | 114.00% | 190.00%-76.0pp | 192.04%-78.0pp | 478.82%-364.8pp |
| Employer contribution / active EE | $15,591 | $3,429+354.6% | $2,799+457.1% | $4,839+222.2% |
| Participant deferral / active EE | $22,750 | $5,197+337.8% | $4,350+423.0% | $6,342+258.7% |
| Admin fee / account holder | $101,267 | $6,899+1367.8% | $5,538+1728.5% | $12,315+722.3% |