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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 | $325,049 | $150,447+116.1% | $136,298+138.5% | $147,586+120.2% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 13.57% | 1049.15%-1035.6pp | 5156.27%-5142.7pp | 578.59%-565.0pp |
| Employer contribution / active EE | $9,047 | $5,256+72.1% | $4,696+92.7% | $4,876+85.5% |
| Participant deferral / active EE | $6,076 | $6,631-8.4% | $6,247-2.7% | $5,439+11.7% |
| Admin fee / account holder | $18,221 | $10,906+67.1% | $9,244+97.1% | $10,886+67.4% |