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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 | $1,472,566 | $180,749+714.7% | $160,784+815.9% | $137,256+972.9% |
| Participation rate | 100.0% | 80.0%+20.0pp | 77.0%+23.0pp | 80.0%+20.0pp |
| Annual return | 14.55% | 2234.46%-2219.9pp | 1803.92%-1789.4pp | 220.34%-205.8pp |
| Employer contribution / active EE | $45,086 | $4,155+985.0% | $3,733+1107.8% | $4,156+984.8% |
| Participant deferral / active EE | $32,000 | $6,844+367.5% | $6,293+408.5% | $6,407+399.5% |
| Admin fee / account holder | $18,601 | $10,397+78.9% | $9,717+91.4% | $12,270+51.6% |