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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 | $1,548,122 | $148,623+941.6% | $135,974+1038.5% | $139,466+1010.0% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 12.99% | 79.30%-66.3pp | 68.30%-55.3pp | 373.66%-360.7pp |
| Employer contribution / active EE | $6,965 | $5,246+32.8% | $4,859+43.3% | $4,754+46.5% |
| Participant deferral / active EE | $11,148 | $8,103+37.6% | $7,760+43.7% | $6,712+66.1% |
| Admin fee / account holder | $113,433 | $12,406+814.4% | $10,767+953.6% | $11,409+894.3% |