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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 | $1,298,411 | $162,136+700.8% | $152,301+752.5% | $154,746+739.1% |
| Participation rate | 100.0% | 84.1%+15.9pp | 82.4%+17.6pp | 80.7%+19.3pp |
| Annual return | 14.85% | 91.02%-76.2pp | 80.50%-65.7pp | 172.34%-157.5pp |
| Employer contribution / active EE | $34,881 | $4,890+613.3% | $4,624+654.3% | $4,379+696.5% |
| Participant deferral / active EE | $29,306 | $8,341+251.4% | $8,004+266.2% | $6,730+335.4% |
| Admin fee / account holder | $151,715 | $15,759+862.7% | $14,398+953.7% | $14,365+956.1% |