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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 | $1,040,047 | $175,231+493.5% | $149,696+594.8% | $139,466+645.7% |
| Participation rate | 70.0% | 83.4%-13.4pp | 78.8%-8.8pp | 80.3%-10.3pp |
| Annual return | 25.34% | 166.77%-141.4pp | 134.46%-109.1pp | 373.66%-348.3pp |
| Employer contribution / active EE | $20,130 | $5,478+267.5% | $4,821+317.6% | $4,754+323.4% |
| Participant deferral / active EE | $14,625 | $6,521+124.3% | $5,682+157.4% | $6,712+117.9% |
| Admin fee / account holder | $105,652 | $16,155+554.0% | $13,212+699.7% | $11,409+826.1% |