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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 | $1,034,534 | $171,492+503.3% | $150,734+586.3% | $198,609+420.9% |
| Participation rate | 100.0% | 81.4%+18.6pp | 78.4%+21.6pp | 82.4%+17.6pp |
| Annual return | 15.59% | 804.70%-789.1pp | 600.81%-585.2pp | 202.70%-187.1pp |
| Employer contribution / active EE | $17,033 | $5,470+211.4% | $4,918+246.3% | $5,055+236.9% |
| Participant deferral / active EE | $10,854 | $6,259+73.4% | $5,610+93.5% | $6,977+55.6% |
| Admin fee / account holder | $572 | $17,628-96.8% | $14,905-96.2% | $19,030-97.0% |