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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 | $1,163,759 | $102,696+1033.2% | $86,235+1249.5% | $139,487+734.3% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.0%+31.0pp | 80.3%+19.7pp |
| Annual return | 11.85% | 1925.91%-1914.1pp | 1170.03%-1158.2pp | 373.84%-362.0pp |
| Employer contribution / active EE | $17,933 | $3,034+491.1% | $2,381+653.1% | $4,755+277.2% |
| Participant deferral / active EE | $10,000 | $4,679+113.7% | $3,987+150.8% | $6,713+49.0% |
| Admin fee / account holder | $9,433 | $8,667+8.8% | $6,856+37.6% | $11,407-17.3% |