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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 | $1,067,181 | $217,427+390.8% | $185,837+474.3% | $167,518+537.1% |
| Participation rate | 100.0% | 86.0%+14.0pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 12.78% | 148.39%-135.6pp | 122.08%-109.3pp | 478.71%-465.9pp |
| Employer contribution / active EE | $9,715 | $5,874+65.4% | $5,168+88.0% | $4,838+100.8% |
| Participant deferral / active EE | $7,317 | $6,357+15.1% | $5,568+31.4% | $6,342+15.4% |
| Admin fee / account holder | $57,371 | $19,816+189.5% | $16,241+253.2% | $12,312+366.0% |