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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 | $430,479 | $81,749+426.6% | $58,544+635.3% | $139,456+208.7% |
| Participation rate | 75.0% | 61.3%+13.7pp | 50.9%+24.1pp | 80.3%-5.3pp |
| Annual return | 14.04% | 7425.45%-7411.4pp | 4249.56%-4235.5pp | 373.45%-359.4pp |
| Employer contribution / active EE | $1,617 | $1,398+15.6% | $1,053+53.5% | $4,753-66.0% |
| Participant deferral / active EE | $3,937 | $2,555+54.1% | $1,923+104.7% | $6,711-41.3% |
| Admin fee / account holder | $1,159 | $3,272-64.6% | $2,520-54.0% | $11,407-89.8% |