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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 | $420,050 | $160,070+162.4% | $147,117+185.5% | $145,897+187.9% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 19.46% | 98.69%-79.2pp | 420.54%-401.1pp | 552.29%-532.8pp |
| Employer contribution / active EE | $15,964 | $5,285+202.1% | $4,932+223.7% | $4,663+242.4% |
| Participant deferral / active EE | $14,367 | $8,419+70.6% | $8,065+78.1% | $6,689+114.8% |
| Admin fee / account holder | $107,094 | $15,035+612.3% | $12,993+724.3% | $13,390+699.8% |