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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 | $1,242,295 | $183,592+576.7% | $155,574+698.5% | $145,877+751.6% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 13.89% | 61.37%-47.5pp | 64.87%-51.0pp | 551.28%-537.4pp |
| Employer contribution / active EE | $80,883 | $5,317+1421.3% | $4,676+1629.9% | $4,663+1634.6% |
| Participant deferral / active EE | $6,417 | $6,466-0.8% | $5,629+14.0% | $6,691-4.1% |
| Admin fee / account holder | $181,142 | $19,316+837.8% | $15,914+1038.2% | $13,402+1251.6% |