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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 | $1,031,869 | $175,231+488.9% | $149,696+589.3% | $139,466+639.9% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 20.59% | 166.77%-146.2pp | 134.46%-113.9pp | 373.66%-353.1pp |
| Employer contribution / active EE | $34,710 | $5,478+533.6% | $4,821+620.0% | $4,754+630.1% |
| Participant deferral / active EE | $25,269 | $6,521+287.5% | $5,682+344.7% | $6,712+276.5% |
| Admin fee / account holder | $14,626 | $16,155-9.5% | $13,212+10.7% | $11,409+28.2% |