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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 | $260,745 | $70,587+269.4% | $124,694+109.1% | $85,851+203.7% |
| Participation rate | 100.0% | 64.4%+35.6pp | 74.6%+25.4pp | 69.3%+30.7pp |
| Annual return | 13.17% | 20688.83%-20675.7pp | 5144.82%-5131.7pp | 318.63%-305.5pp |
| Employer contribution / active EE | $9,297 | $1,913+385.9% | $3,325+179.6% | $2,565+262.4% |
| Participant deferral / active EE | $7,734 | $2,969+160.5% | $4,615+67.6% | $3,952+95.7% |
| Admin fee / account holder | $4,789 | $5,282-9.3% | $7,495-36.1% | $6,261-23.5% |