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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 | $306,458 | $183,988+66.6% | $162,177+89.0% | $152,897+100.4% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.5%+17.5pp |
| Annual return | 15156.30% | 150.79%+15005.5pp | 115.60%+15040.7pp | 345.43%+14810.9pp |
| Employer contribution / active EE | $18,448 | $6,370+189.6% | $5,613+228.7% | $4,764+287.3% |
| Participant deferral / active EE | $19,357 | $8,032+141.0% | $7,297+165.3% | $5,851+230.8% |
| Admin fee / account holder | $34,167 | $13,123+160.4% | $10,843+215.1% | $11,599+194.6% |