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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 | $1,227,694 | $162,136+657.2% | $152,301+706.1% | $154,746+693.4% |
| Participation rate | 100.0% | 84.1%+15.9pp | 82.4%+17.6pp | 80.7%+19.3pp |
| Annual return | 12.95% | 91.02%-78.1pp | 80.50%-67.6pp | 172.34%-159.4pp |
| Employer contribution / active EE | $21,000 | $4,890+329.4% | $4,624+354.1% | $4,379+379.6% |
| Participant deferral / active EE | $32,583 | $8,341+290.6% | $8,004+307.1% | $6,730+384.1% |
| Admin fee / account holder | $11,321 | $15,759-28.2% | $14,398-21.4% | $14,365-21.2% |