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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 | $367,366 | $111,785+228.6% | $93,669+292.2% | $145,877+151.8% |
| Participation rate | 100.0% | 74.2%+25.8pp | 68.7%+31.3pp | 80.3%+19.7pp |
| Annual return | 19.97% | 203.79%-183.8pp | 133.59%-113.6pp | 551.28%-531.3pp |
| Employer contribution / active EE | $28,779 | $3,096+829.6% | $2,424+1087.5% | $4,663+517.2% |
| Participant deferral / active EE | $20,000 | $4,919+306.6% | $4,416+352.9% | $6,691+198.9% |
| Admin fee / account holder | $2,085 | $10,256-79.7% | $8,291-74.9% | $13,402-84.4% |