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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 | $1,203,259 | $174,379+590.0% | $152,093+691.1% | $138,895+766.3% |
| Participation rate | 100.0% | 81.6%+18.4pp | 77.8%+22.2pp | 79.9%+20.1pp |
| Annual return | 16.95% | 74.86%-57.9pp | 66.36%-49.4pp | 145.39%-128.4pp |
| Employer contribution / active EE | $47,000 | $4,652+910.4% | $4,175+1025.8% | $4,194+1020.6% |
| Participant deferral / active EE | $26,750 | $6,159+334.3% | $5,451+390.7% | $6,396+318.2% |
| Admin fee / account holder | $173,773 | $16,880+929.5% | $14,497+1098.7% | $12,562+1283.3% |