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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 | $1,138,882 | $166,089+585.7% | $164,928+590.5% | $145,978+680.2% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 11.84% | 100.26%-88.4pp | 70.08%-58.2pp | 550.52%-538.7pp |
| Employer contribution / active EE | $22,599 | $5,276+328.3% | $4,343+420.3% | $4,662+384.8% |
| Participant deferral / active EE | $25,783 | $6,961+270.4% | $6,034+327.3% | $6,690+285.4% |
| Admin fee / account holder | $4,537 | $16,641-72.7% | $12,684-64.2% | $13,400-66.1% |