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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 | $183,592+450.3% | $155,574+549.4% | $145,877+592.6% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 13.97% | 61.37%-47.4pp | 64.87%-50.9pp | 551.28%-537.3pp |
| Employer contribution / active EE | $48,305 | $5,317+808.5% | $4,676+933.1% | $4,663+935.9% |
| Participant deferral / active EE | $26,602 | $6,466+311.4% | $5,629+372.6% | $6,691+297.6% |
| Admin fee / account holder | $326,433 | $19,316+1590.0% | $15,914+1951.2% | $13,402+2335.7% |