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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 | $616,262 | $180,749+240.9% | $160,784+283.3% | $137,256+349.0% |
| Participation rate | 100.0% | 80.0%+20.0pp | 77.0%+23.0pp | 80.0%+20.0pp |
| Annual return | 33.43% | 2234.46%-2201.0pp | 1803.92%-1770.5pp | 220.34%-186.9pp |
| Employer contribution / active EE | $3,257 | $4,155-21.6% | $3,733-12.7% | $4,156-21.6% |
| Participant deferral / active EE | $3,000 | $6,844-56.2% | $6,293-52.3% | $6,407-53.2% |
| Admin fee / account holder | $661 | $10,397-93.6% | $9,717-93.2% | $12,270-94.6% |