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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 | $353,717 | $88,778+298.4% | $81,844+332.2% | $145,884+142.5% |
| Participation rate | 100.0% | 75.1%+24.9pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 13.20% | 1033.03%-1019.8pp | 778.87%-765.7pp | 551.85%-538.6pp |
| Employer contribution / active EE | $12,471 | $3,087+304.0% | $2,916+327.6% | $4,662+167.5% |
| Participant deferral / active EE | $14,840 | $4,648+219.3% | $4,323+243.2% | $6,690+121.8% |
| Admin fee / account holder | $23,759 | $8,430+181.8% | $7,355+223.0% | $13,392+77.4% |