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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 | $316,544 | $154,754+104.5% | $124,206+154.9% | $138,895+127.9% |
| Participation rate | 100.0% | 75.5%+24.5pp | 69.6%+30.4pp | 79.9%+20.1pp |
| Annual return | 20.30% | 709.28%-689.0pp | 515.27%-495.0pp | 145.39%-125.1pp |
| Employer contribution / active EE | $38,500 | $4,446+765.9% | $3,540+987.5% | $4,194+817.9% |
| Participant deferral / active EE | $23,500 | $4,621+408.6% | $3,968+492.3% | $6,396+267.4% |
| Admin fee / account holder | $1,233 | $6,690-81.6% | $5,929-79.2% | $12,562-90.2% |