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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 | $434,709 | $209,422+107.6% | $178,503+143.5% | $158,982+173.4% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 14.62% | 188.81%-174.2pp | 151.12%-136.5pp | 302.99%-288.4pp |
| Employer contribution / active EE | $20,728 | $5,707+263.2% | $5,011+313.6% | $4,763+335.2% |
| Participant deferral / active EE | $13,778 | $5,955+131.4% | $5,202+164.8% | $5,983+130.3% |
| Admin fee / account holder | $47,250 | $17,079+176.7% | $13,987+237.8% | $11,252+319.9% |