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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 | $1,312,358 | $183,592+614.8% | $155,567+743.6% | $145,959+799.1% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 24.18% | 61.24%-37.1pp | 64.74%-40.6pp | 561.95%-537.8pp |
| Employer contribution / active EE | $20,651 | $5,315+288.6% | $4,674+341.8% | $4,661+343.1% |
| Participant deferral / active EE | $13,450 | $6,464+108.1% | $5,628+139.0% | $6,689+101.1% |
| Admin fee / account holder | $66,476 | $19,318+244.1% | $15,916+317.7% | $13,398+396.2% |