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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 | $440,615 | $109,872+301.0% | $98,483+347.4% | $167,536+163.0% |
| Participation rate | 100.0% | 75.8%+24.2pp | 73.3%+26.7pp | 82.1%+17.9pp |
| Annual return | 16.01% | 1959.31%-1943.3pp | 1494.38%-1478.4pp | 478.82%-462.8pp |
| Employer contribution / active EE | $12,299 | $3,225+281.3% | $2,961+315.4% | $4,839+154.2% |
| Participant deferral / active EE | $11,616 | $4,673+148.6% | $4,276+171.6% | $6,342+83.2% |
| Admin fee / account holder | $3,535 | $6,757-47.7% | $5,953-40.6% | $12,315-71.3% |