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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 | $1,010,317 | $183,627+450.2% | $155,602+549.3% | $145,978+592.1% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 13.97% | 61.32%-47.3pp | 64.81%-50.8pp | 550.52%-536.5pp |
| Employer contribution / active EE | $48,305 | $5,316+808.6% | $4,675+933.2% | $4,662+936.2% |
| Participant deferral / active EE | $26,602 | $6,466+311.4% | $5,629+372.6% | $6,690+297.7% |
| Admin fee / account holder | $326,433 | $19,327+1589.0% | $15,923+1950.0% | $13,400+2336.0% |