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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 | $282,614 | $65,434+331.9% | $98,483+187.0% | $85,847+229.2% |
| Participation rate | 100.0% | 65.0%+35.0pp | 73.3%+26.7pp | 69.3%+30.7pp |
| Annual return | 19.23% | 21.75%-2.5pp | 1494.38%-1475.2pp | 318.61%-299.4pp |
| Employer contribution / active EE | $12,669 | $2,169+484.1% | $2,961+327.9% | $2,565+393.8% |
| Participant deferral / active EE | $14,265 | $3,168+350.3% | $4,276+233.6% | $3,952+260.9% |
| Admin fee / account holder | $1,923 | $4,595-58.2% | $5,953-67.7% | $6,261-69.3% |