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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 | $1,160,417 | $183,516+532.3% | $155,534+646.1% | $145,884+695.4% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 10.83% | 61.43%-50.6pp | 64.92%-54.1pp | 551.85%-541.0pp |
| Employer contribution / active EE | $37,318 | $5,315+602.2% | $4,675+698.3% | $4,662+700.4% |
| Participant deferral / active EE | $3,660 | $6,467-43.4% | $5,630-35.0% | $6,690-45.3% |
| Admin fee / account holder | $70,429 | $19,293+265.0% | $15,900+343.0% | $13,392+425.9% |