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 | $1,780,733 | $198,456+797.3% | $170,435+944.8% | $147,587+1106.6% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 42.42% | 257.31%-214.9pp | 205.94%-163.5pp | 578.60%-536.2pp |
| Employer contribution / active EE | $16,523 | $6,183+167.2% | $5,432+204.2% | $4,876+238.8% |
| Participant deferral / active EE | $19,000 | $5,629+237.5% | $4,939+284.7% | $5,439+249.3% |
| Admin fee / account holder | $3,518 | $16,852-79.1% | $13,881-74.7% | $10,886-67.7% |