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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 | $1,455,050 | $124,346+1070.2% | $111,308+1207.2% | $167,536+768.5% |
| Participation rate | 100.0% | 79.6%+20.4pp | 77.3%+22.7pp | 82.1%+17.9pp |
| Annual return | 10.14% | 37.45%-27.3pp | 54.67%-44.5pp | 478.82%-468.7pp |
| Employer contribution / active EE | $6,138 | $3,437+78.6% | $2,732+124.7% | $4,839+26.8% |
| Participant deferral / active EE | $26,000 | $5,182+401.8% | $4,487+479.4% | $6,342+309.9% |
| Admin fee / account holder | $102,969 | $10,621+869.4% | $7,965+1192.8% | $12,315+736.2% |