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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 | $1,160,514 | $175,231+562.3% | $149,696+675.2% | $139,466+732.1% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 14.96% | 166.77%-151.8pp | 134.46%-119.5pp | 373.66%-358.7pp |
| Employer contribution / active EE | $27,944 | $5,478+410.1% | $4,821+479.7% | $4,754+487.8% |
| Participant deferral / active EE | $21,035 | $6,521+222.6% | $5,682+270.2% | $6,712+213.4% |
| Admin fee / account holder | $224,018 | $16,155+1286.7% | $13,212+1595.6% | $11,409+1863.6% |