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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 | $865,812 | $169,336+411.3% | $129,384+569.2% | $145,884+493.5% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.6%+30.4pp | 80.3%+19.7pp |
| Annual return | 8.74% | 14408.70%-14400.0pp | 9461.77%-9453.0pp | 551.85%-543.1pp |
| Employer contribution / active EE | $8,392 | $5,540+51.5% | $4,153+102.1% | $4,662+80.0% |
| Participant deferral / active EE | $22,125 | $4,985+343.8% | $4,166+431.1% | $6,690+230.7% |
| Admin fee / account holder | $409,309 | $9,912+4029.3% | $7,686+5225.6% | $13,392+2956.4% |