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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 | $289,047 | $109,905+163.0% | $98,506+193.4% | $167,553+72.5% |
| Participation rate | 100.0% | 75.8%+24.2pp | 73.3%+26.7pp | 82.1%+17.9pp |
| Annual return | 9.72% | 1960.20%-1950.5pp | 1494.92%-1485.2pp | 478.89%-469.2pp |
| Employer contribution / active EE | $3,518 | $3,226+9.0% | $2,961+18.8% | $4,840-27.3% |
| Participant deferral / active EE | $3,257 | $4,674-30.3% | $4,277-23.8% | $6,343-48.6% |
| Admin fee / account holder | $10,094 | $6,760+49.3% | $5,955+69.5% | $12,316-18.0% |