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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 | $292,447 | $169,161+72.9% | $129,295+126.2% | $145,959+100.4% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.6%+30.4pp | 80.3%+19.7pp |
| Annual return | 13.68% | 14348.07%-14334.4pp | 9429.28%-9415.6pp | 561.95%-548.3pp |
| Employer contribution / active EE | $0 | $5,543-100.0% | $4,157-100.0% | $4,661-100.0% |
| Participant deferral / active EE | $11,500 | $4,989+130.5% | $4,169+175.8% | $6,689+71.9% |
| Admin fee / account holder | $2,665 | $9,878-73.0% | $7,665-65.2% | $13,398-80.1% |