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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 | $1,088,231 | $183,516+493.0% | $155,534+599.7% | $145,884+646.0% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 12.34% | 61.43%-49.1pp | 64.92%-52.6pp | 551.85%-539.5pp |
| Employer contribution / active EE | $23,926 | $5,315+350.2% | $4,675+411.8% | $4,662+413.2% |
| Participant deferral / active EE | $9,383 | $6,467+45.1% | $5,630+66.7% | $6,690+40.3% |
| Admin fee / account holder | $1,097 | $19,293-94.3% | $15,900-93.1% | $13,392-91.8% |