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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 | $758,056 | $169,361+347.6% | $129,397+485.8% | $145,877+419.7% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.6%+30.4pp | 80.3%+19.7pp |
| Annual return | 16.47% | 14395.54%-14379.1pp | 9453.98%-9437.5pp | 551.28%-534.8pp |
| Employer contribution / active EE | $31,815 | $5,542+474.1% | $4,154+665.8% | $4,663+582.3% |
| Participant deferral / active EE | $15,375 | $4,987+208.3% | $4,167+268.9% | $6,691+129.8% |
| Admin fee / account holder | $51,980 | $9,903+424.9% | $7,679+576.9% | $13,402+287.9% |