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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 | $1,068,534 | $150,442+610.3% | $136,295+684.0% | $147,585+624.0% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 15.43% | 1049.09%-1033.7pp | 5155.97%-5140.5pp | 578.56%-563.1pp |
| Employer contribution / active EE | $33,916 | $5,256+545.3% | $4,695+622.3% | $4,876+595.5% |
| Participant deferral / active EE | $16,767 | $6,630+152.9% | $6,247+168.4% | $5,439+208.3% |
| Admin fee / account holder | $22,465 | $10,905+106.0% | $9,243+143.0% | $10,885+106.4% |