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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 | $288,541 | $169,161+70.6% | $129,295+123.2% | $145,959+97.7% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.6%+30.4pp | 80.3%+19.7pp |
| Annual return | 8.02% | 14348.07%-14340.1pp | 9429.28%-9421.3pp | 561.95%-553.9pp |
| Employer contribution / active EE | $25,167 | $5,543+354.0% | $4,157+505.4% | $4,661+440.0% |
| Participant deferral / active EE | $11,900 | $4,989+138.5% | $4,169+185.4% | $6,689+77.9% |
| Admin fee / account holder | $2,177 | $9,878-78.0% | $7,665-71.6% | $13,398-83.8% |