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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 | $1,062,161 | $150,447+606.0% | $136,298+679.3% | $147,586+619.7% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 13.10% | 1049.15%-1036.1pp | 5156.27%-5143.2pp | 578.59%-565.5pp |
| Employer contribution / active EE | $14,286 | $5,256+171.8% | $4,696+204.2% | $4,876+193.0% |
| Participant deferral / active EE | $8,290 | $6,631+25.0% | $6,247+32.7% | $5,439+52.4% |
| Admin fee / account holder | $2,590 | $10,906-76.3% | $9,244-72.0% | $10,886-76.2% |