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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 | $1,072,641 | $175,259+512.0% | $149,723+616.4% | $139,487+669.0% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 12.48% | 166.82%-154.3pp | 134.50%-122.0pp | 373.84%-361.4pp |
| Employer contribution / active EE | $27,610 | $5,478+404.0% | $4,821+472.7% | $4,755+480.7% |
| Participant deferral / active EE | $2,541 | $6,522-61.0% | $5,682-55.3% | $6,713-62.1% |
| Admin fee / account holder | $85,555 | $16,158+429.5% | $13,215+547.4% | $11,407+650.0% |