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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 | $1,670,713 | $228,395+631.5% | $185,861+798.9% | $158,982+950.9% |
| Participation rate | 100.0% | 82.3%+17.7pp | 78.0%+22.0pp | 82.0%+18.0pp |
| Annual return | 157.96% | 40.82%+117.1pp | 35.96%+122.0pp | 302.99%-145.0pp |
| Employer contribution / active EE | $8,420 | $4,968+69.5% | $4,088+106.0% | $4,763+76.8% |
| Participant deferral / active EE | $11,987 | $6,417+86.8% | $5,634+112.8% | $5,983+100.3% |
| Admin fee / account holder | $1,986 | $11,869-83.3% | $9,503-79.1% | $11,252-82.3% |