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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 | $1,298,443 | $159,978+711.6% | $147,041+783.0% | $145,978+789.5% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 62.15% | 98.36%-36.2pp | 419.21%-357.1pp | 550.52%-488.4pp |
| Employer contribution / active EE | $20,280 | $5,288+283.5% | $4,935+310.9% | $4,662+335.0% |
| Participant deferral / active EE | $30,500 | $8,429+261.9% | $8,071+277.9% | $6,690+355.9% |
| Admin fee / account holder | $61,832 | $15,053+310.8% | $13,006+375.4% | $13,400+361.4% |