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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 | $1,143,674 | $176,077+549.5% | $159,455+617.2% | $167,518+582.7% |
| Participation rate | 80.0% | 84.9%-4.9pp | 82.8%-2.8pp | 82.1%-2.1pp |
| Annual return | 13.33% | 331.83%-318.5pp | 263.63%-250.3pp | 478.71%-465.4pp |
| Employer contribution / active EE | $15,420 | $5,298+191.1% | $4,830+219.2% | $4,838+218.7% |
| Participant deferral / active EE | $5,200 | $7,751-32.9% | $7,353-29.3% | $6,342-18.0% |
| Admin fee / account holder | $31,981 | $12,556+154.7% | $10,800+196.1% | $12,312+159.7% |