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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 | $1,734,405 | $183,539+845.0% | $155,556+1015.0% | $145,897+1088.8% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 14.55% | 61.31%-46.8pp | 64.84%-50.3pp | 552.29%-537.7pp |
| Employer contribution / active EE | $27,362 | $5,315+414.8% | $4,675+485.2% | $4,663+486.8% |
| Participant deferral / active EE | $63,902 | $6,467+888.1% | $5,631+1034.9% | $6,689+855.3% |
| Admin fee / account holder | $6,881 | $19,275-64.3% | $15,885-56.7% | $13,390-48.6% |