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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 | $2,014,437 | $183,592+997.2% | $155,574+1194.8% | $145,877+1280.9% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 19.27% | 61.37%-42.1pp | 64.87%-45.6pp | 551.28%-532.0pp |
| Employer contribution / active EE | $60,570 | $5,317+1039.2% | $4,676+1195.4% | $4,663+1199.0% |
| Participant deferral / active EE | $18,750 | $6,466+190.0% | $5,629+233.1% | $6,691+180.2% |
| Admin fee / account holder | $771,548 | $19,316+3894.4% | $15,914+4748.2% | $13,402+5656.9% |