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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 | $1,694,614 | $111,830+1415.4% | $93,696+1708.6% | $145,884+1061.6% |
| Participation rate | 100.0% | 74.2%+25.8pp | 68.7%+31.3pp | 80.3%+19.7pp |
| Annual return | 21.63% | 204.08%-182.4pp | 133.74%-112.1pp | 551.85%-530.2pp |
| Employer contribution / active EE | $12,000 | $3,093+288.0% | $2,422+395.5% | $4,662+157.4% |
| Participant deferral / active EE | $30,500 | $4,920+519.9% | $4,417+590.6% | $6,690+355.9% |
| Admin fee / account holder | $500,013 | $10,249+4778.7% | $8,287+5934.0% | $13,392+3633.7% |