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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 | $1,050,979 | $202,440+419.2% | $169,390+520.4% | $139,466+653.6% |
| Participation rate | 100.0% | 81.1%+18.9pp | 77.2%+22.8pp | 80.3%+19.7pp |
| Annual return | 31.02% | 532.36%-501.3pp | 406.07%-375.1pp | 373.66%-342.6pp |
| Employer contribution / active EE | $16,018 | $4,693+241.3% | $4,013+299.2% | $4,754+236.9% |
| Participant deferral / active EE | $8,605 | $6,940+24.0% | $6,222+38.3% | $6,712+28.2% |
| Admin fee / account holder | $800 | $10,722-92.5% | $9,015-91.1% | $11,409-93.0% |