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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 | $1,489,177 | $185,312+703.6% | $161,489+822.2% | $154,746+862.3% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.7%+21.3pp | 80.7%+19.3pp |
| Annual return | 46.02% | 103.84%-57.8pp | 89.72%-43.7pp | 172.34%-126.3pp |
| Employer contribution / active EE | $36,124 | $4,769+657.5% | $4,268+746.3% | $4,379+724.9% |
| Participant deferral / active EE | $24,024 | $6,350+278.4% | $5,630+326.7% | $6,730+257.0% |
| Admin fee / account holder | $51,465 | $18,654+175.9% | $16,006+221.5% | $14,365+258.3% |