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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 | $1,911,503 | $175,231+990.9% | $149,696+1176.9% | $139,466+1270.6% |
| Participation rate | 92.9% | 83.4%+9.5pp | 78.8%+14.1pp | 80.3%+12.5pp |
| Annual return | 15.12% | 166.77%-151.6pp | 134.46%-119.3pp | 373.66%-358.5pp |
| Employer contribution / active EE | $40,453 | $5,478+638.5% | $4,821+739.1% | $4,754+750.9% |
| Participant deferral / active EE | $25,179 | $6,521+286.1% | $5,682+343.1% | $6,712+275.1% |
| Admin fee / account holder | $1,890 | $16,155-88.3% | $13,212-85.7% | $11,409-83.4% |