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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 | $2,265,399 | $209,847+979.5% | $189,520+1095.3% | $167,518+1252.3% |
| Participation rate | 100.0% | 88.7%+11.3pp | 87.8%+12.2pp | 82.1%+17.9pp |
| Annual return | 14.01% | 748.45%-734.4pp | 555.25%-541.2pp | 478.71%-464.7pp |
| Employer contribution / active EE | $25,054 | $6,913+262.4% | $6,161+306.7% | $4,838+417.8% |
| Participant deferral / active EE | $16,560 | $8,934+85.4% | $8,220+101.5% | $6,342+161.1% |
| Admin fee / account holder | $191,208 | $14,295+1237.6% | $12,046+1487.3% | $12,312+1453.0% |