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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 | $1,467,923 | $183,516+699.9% | $155,534+843.8% | $145,884+906.2% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 17.96% | 61.43%-43.5pp | 64.92%-47.0pp | 551.85%-533.9pp |
| Employer contribution / active EE | $41,937 | $5,315+689.1% | $4,675+797.1% | $4,662+799.5% |
| Participant deferral / active EE | $28,833 | $6,467+345.9% | $5,630+412.1% | $6,690+331.0% |
| Admin fee / account holder | $9,245 | $19,293-52.1% | $15,900-41.9% | $13,392-31.0% |