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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 | $497,363 | $102,635+384.6% | $86,209+476.9% | $139,456+256.6% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.0%+31.0pp | 80.3%+19.7pp |
| Annual return | 15.73% | 1923.53%-1907.8pp | 1169.05%-1153.3pp | 373.45%-357.7pp |
| Employer contribution / active EE | $29,472 | $3,034+871.4% | $2,381+1137.6% | $4,753+520.1% |
| Participant deferral / active EE | $17,796 | $4,677+280.5% | $3,986+346.4% | $6,711+165.2% |
| Admin fee / account holder | $3,432 | $8,661-60.4% | $6,853-49.9% | $11,407-69.9% |