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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 | $1,260,255 | $183,592+586.4% | $155,567+710.1% | $145,959+763.4% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 19.87% | 61.24%-41.4pp | 64.74%-44.9pp | 561.95%-542.1pp |
| Employer contribution / active EE | $0 | $5,315-100.0% | $4,674-100.0% | $4,661-100.0% |
| Participant deferral / active EE | $542,417 | $6,464+8291.0% | $5,628+9538.3% | $6,689+8009.7% |
| Admin fee / account holder | $644,421 | $19,318+3235.8% | $15,916+3948.8% | $13,398+4709.9% |